Buy Gold, Beat Bubble
Traders Magazine, December 2003
Trey Reik wears several hats around the headquarters of $2 billion value equities manager Carret & Company in New York City. In addition to managing $75 million in individual accounts, Trey, as managing director of Carret Securities LLC, oversees a proprietary research and brokerage effort catering to a well-heeled roster of hedge fund clients. And in February 2002, he launched Clapboard Hill Partners, a long/short equity hedge fund. Clapboard's goal: to capitalize on investment opportunities outside the traditional purview of Carret's long-only mandate. Trey's focus on excessive domestic debt levels and the runaway creation, globally, of U.S. dollar credits first came to my attention via a "purloined" copy of one of his quarterly dissertations to clients. It was eye-opening, to say the least.
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