MarketFolly.com
11-12-2010, 12:51 PM
Interview with hedge fund legend Michael Steinhardt (http://www.benzinga.com/markets/bonds/10/11/594985/michael-steinhardt-hedge-fund-legend-%E2%80%93-zing-talk) [Benzinga]
Analyst from Druckenmiller's fund preps new hedge fund (http://www.absolutereturn-alpha.com/Article/2711801/Duquesne-Alums-Prep-New-Fund.html?ArticleId=2711801) [AbsoluteReturn+Alpha]
The latest on Phil Falcone's hedge fund (http://blogs.forbes.com/teribuhl/2010/11/10/falcones-harbinger-scores-with-blueline-returns/) [Forbes]
Clarium Capital down 17% this year (http://www.finalternatives.com/node/14428) [FINalternatives]
Rumors of death of mean reversion are exaggerated (http://streetcapitalist.com/2010/11/09/james-montier-rumors-of-the-death-of-mean-reversion-are-greatly-exaggerated/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+StreetCapitalistEventDrivenValu eInvestments+%28Street+Capitalist:+Event+Driven+Va lue+Investments%29) [StreetCapitalist]
Appaloosa Management's returns for this year (http://dealbook.nytimes.com/2010/11/09/for-tepper-washington-is-an-investment-guide/?src=twt&twt=nytimesdealbook) [Dealbook]
Alumni of Stan Druckenmiller's firm starting new hedge fund (http://www.bloomberg.com/news/2010-11-05/druckenmiller-alumni-said-to-start-hedge-fund-with-5-billion-of-capital.html) [Bloomberg]
A slightly old but interesting interview with Galtere International's Renee Haugerud (http://online.barrons.com/article/SB50001424052970204404704575506030247972448.html) [Barron's]
Doug Kass says to short Fastenal (http://www.thestreet.com/story/10917575/1/kass-katch-short-fastenal.html) (FAST) [TheStreet]
Klarman's Baupost Group returning some cash to investors (http://www.businessinsider.com/seth-klarman-baupost-group-to-return-capital-2010-11) [BusinessInsider]
The biggest lesson I learned from running a hedge fund (http://blogs.forbes.com/financialfinesse/2010/11/11/the-biggest-lesson-i-learned-from-running-a-hedge-fund/?boxes=Homepagechannels) [Forbes]
Study says big hedge funds generate less alpha (http://online.wsj.com/article/SB10001424052748703848204575608530935755388.html?m od=WSJ_hps_sections_markets) [WSJ]
Soros Fund Management to open Hong Kong office (http://www.reuters.com/article/idUSTOE60D05720100114) [Reuters]
Junk bonds are getting pricey (http://online.wsj.com/article/SB10001424052748703957804575602913465227210.html) [WSJ]
Hedge fund FrontPoint cautioned manager on trades (http://online.wsj.com/article/SB10001424052748704805204575594833584340378.html) [WSJ]https://blogger.googleusercontent.com/tracker/5975869446501122263-5293408792883349217?l=www.marketfolly.com
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Analyst from Druckenmiller's fund preps new hedge fund (http://www.absolutereturn-alpha.com/Article/2711801/Duquesne-Alums-Prep-New-Fund.html?ArticleId=2711801) [AbsoluteReturn+Alpha]
The latest on Phil Falcone's hedge fund (http://blogs.forbes.com/teribuhl/2010/11/10/falcones-harbinger-scores-with-blueline-returns/) [Forbes]
Clarium Capital down 17% this year (http://www.finalternatives.com/node/14428) [FINalternatives]
Rumors of death of mean reversion are exaggerated (http://streetcapitalist.com/2010/11/09/james-montier-rumors-of-the-death-of-mean-reversion-are-greatly-exaggerated/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+StreetCapitalistEventDrivenValu eInvestments+%28Street+Capitalist:+Event+Driven+Va lue+Investments%29) [StreetCapitalist]
Appaloosa Management's returns for this year (http://dealbook.nytimes.com/2010/11/09/for-tepper-washington-is-an-investment-guide/?src=twt&twt=nytimesdealbook) [Dealbook]
Alumni of Stan Druckenmiller's firm starting new hedge fund (http://www.bloomberg.com/news/2010-11-05/druckenmiller-alumni-said-to-start-hedge-fund-with-5-billion-of-capital.html) [Bloomberg]
A slightly old but interesting interview with Galtere International's Renee Haugerud (http://online.barrons.com/article/SB50001424052970204404704575506030247972448.html) [Barron's]
Doug Kass says to short Fastenal (http://www.thestreet.com/story/10917575/1/kass-katch-short-fastenal.html) (FAST) [TheStreet]
Klarman's Baupost Group returning some cash to investors (http://www.businessinsider.com/seth-klarman-baupost-group-to-return-capital-2010-11) [BusinessInsider]
The biggest lesson I learned from running a hedge fund (http://blogs.forbes.com/financialfinesse/2010/11/11/the-biggest-lesson-i-learned-from-running-a-hedge-fund/?boxes=Homepagechannels) [Forbes]
Study says big hedge funds generate less alpha (http://online.wsj.com/article/SB10001424052748703848204575608530935755388.html?m od=WSJ_hps_sections_markets) [WSJ]
Soros Fund Management to open Hong Kong office (http://www.reuters.com/article/idUSTOE60D05720100114) [Reuters]
Junk bonds are getting pricey (http://online.wsj.com/article/SB10001424052748703957804575602913465227210.html) [WSJ]
Hedge fund FrontPoint cautioned manager on trades (http://online.wsj.com/article/SB10001424052748704805204575594833584340378.html) [WSJ]https://blogger.googleusercontent.com/tracker/5975869446501122263-5293408792883349217?l=www.marketfolly.com
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