Many of you may have already read this, but we found it prudent to post up the latest from Hugh Hendry's Eclectica Fund. The resident deflationist is back with his August 2009 commentary and you can read it below. As we noted in our hedge fund news update recently, Hendry sees a very crowded trade in that so many people are confident inflation is in our future. You can also view Hendry's previous letter here.
Without further ado, Hugh Hendry's Eclectica Fund August 2009 Commentary (Email readers will need to come to the blog to view the embedded document, or you can attempt to download the .pdf via this link):
Eclectica August Commentary
Tuesday, September 1, 2009
Hugh Hendry's Eclectica Fund August Commentary
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