MarketFolly.com
01-28-2011, 07:12 AM
RenTec's quant master Jim Simons speaks (http://dealbreaker.com/2011/01/jim-simons-chats-about-getting-fired-divorced-girlfriends-and-rentecs-secret-sauce/) [Dealbreaker]
On the topic of hedge fund herding (http://abnormalreturns.com/hedge-fund-herding-and-the-decline-in-us-listings/) [AbnormalReturns]
Funny post: insight from top newsletters (http://www.thereformedbroker.com/2011/01/26/investing-insights-from-top-newsletter-writers/) [Reformed Broker]
Lessons from 2010 (http://www.kirkreport.com/2011/01/19/lessons-from-2010/) [KirkReport]
Mark Cuban: Wall Street's new lie is asset allocation (http://blogmaverick.com/2011/01/24/wall-streets-new-lie-to-main-street-asset-allocation/) [BlogMaverick]
The ideal position size (http://www.sinletter.com/2011/01/the-ideal-position-size/) [SINLetter]
Summary of Barron's roundtable (http://stonestreetadvisors.com/2011/01/22/all-you-need-to-know-about-round-two-of-the-roundtable/) [StoneStreetAdvisors]
Emails suggest Bear Stearns cheated clients out of billions (http://www.theatlantic.com/business/archive/2011/01/e-mails-show-bear-stearns-cheated-clients-out-of-billions/70128/) [TheAtlantic]
Do you believe in the Bernanke put? (http://humblestudentofthemarkets.blogspot.com/2011/01/do-you-believe-in-bernanke-put.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+HumbleStudentOfTheMarkets+%28 Humble+Student+of+the+Markets%29&utm_content=Google+Reader) [Humble Student of the Markets]
Comprehensive overview of market sentiment (http://tradersnarrative.wordpress.com/2011/01/21/sentiment-overview-week-of-january-21st-2011/) [Trader's Narrative]
John Paulson recaps big bets (http://dealbook.nytimes.com/2011/01/24/paulson-recaps-big-bets-in-year-end-letter/) [Dealbook]
For small hedge funds, success brings new headaches (http://dealbook.nytimes.com/2011/01/20/for-small-hedge-funds-success-brings-new-headaches/) [Dealbook]
A rare bearish piece on Apple (AAPL) (http://blogs.wsj.com/deals/2011/01/19/in-the-long-run-apple-will-bow-to-android-reality/) [WSJ]
Paulson's new fund seeks dollars in the desert (http://www.marketwatch.com/story/new-paulson-fund-seeks-dollars-in-the-desert-2011-01-27) [Marketwatch]
Back to the future with Clarium Capital's Peter Thiel (http://www.nationalreview.com/articles/print/257531) [National Review]
Bullish on Waste Management (WM) (http://seekingalpha.com/article/247933-just-one-stock-the-high-yielder-central-to-waste-industry-transformation) [Seeking Alpha]
Update on Tiger Global's private equity funds (http://www.bloomberg.com/news/2011-01-24/coleman-s-tiger-global-said-to-put-new-private-equity-fund-into-facebook.html) [Bloomberg]
Tiger's Robertson seeds Nezu Asia funds (http://www.reuters.com/article/idUSSGE70N04C20110124) [Reuters]https://blogger.googleusercontent.com/tracker/5975869446501122263-3571663015111249791?l=www.marketfolly.com
http://feeds.feedburner.com/~ff/MarketFolly?d=yIl2AUoC8zA (http://feeds.feedburner.com/~ff/MarketFolly?a=JB9LTcHua4E:RIK2tHoGYBo:yIl2AUoC8zA) http://feeds.feedburner.com/~ff/MarketFolly?d=7Q72WNTAKBA (http://feeds.feedburner.com/~ff/MarketFolly?a=JB9LTcHua4E:RIK2tHoGYBo:7Q72WNTAKBA) http://feeds.feedburner.com/~ff/MarketFolly?i=JB9LTcHua4E:RIK2tHoGYBo:gIN9vFwOqvQ (http://feeds.feedburner.com/~ff/MarketFolly?a=JB9LTcHua4E:RIK2tHoGYBo:gIN9vFwOqvQ) http://feeds.feedburner.com/~ff/MarketFolly?i=JB9LTcHua4E:RIK2tHoGYBo:V_sGLiPBpWU (http://feeds.feedburner.com/~ff/MarketFolly?a=JB9LTcHua4E:RIK2tHoGYBo:V_sGLiPBpWU)
http://feeds.feedburner.com/~r/MarketFolly/~4/JB9LTcHua4E
More... (http://feedproxy.google.com/~r/MarketFolly/~3/JB9LTcHua4E/what-were-reading-12811.html)
On the topic of hedge fund herding (http://abnormalreturns.com/hedge-fund-herding-and-the-decline-in-us-listings/) [AbnormalReturns]
Funny post: insight from top newsletters (http://www.thereformedbroker.com/2011/01/26/investing-insights-from-top-newsletter-writers/) [Reformed Broker]
Lessons from 2010 (http://www.kirkreport.com/2011/01/19/lessons-from-2010/) [KirkReport]
Mark Cuban: Wall Street's new lie is asset allocation (http://blogmaverick.com/2011/01/24/wall-streets-new-lie-to-main-street-asset-allocation/) [BlogMaverick]
The ideal position size (http://www.sinletter.com/2011/01/the-ideal-position-size/) [SINLetter]
Summary of Barron's roundtable (http://stonestreetadvisors.com/2011/01/22/all-you-need-to-know-about-round-two-of-the-roundtable/) [StoneStreetAdvisors]
Emails suggest Bear Stearns cheated clients out of billions (http://www.theatlantic.com/business/archive/2011/01/e-mails-show-bear-stearns-cheated-clients-out-of-billions/70128/) [TheAtlantic]
Do you believe in the Bernanke put? (http://humblestudentofthemarkets.blogspot.com/2011/01/do-you-believe-in-bernanke-put.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+HumbleStudentOfTheMarkets+%28 Humble+Student+of+the+Markets%29&utm_content=Google+Reader) [Humble Student of the Markets]
Comprehensive overview of market sentiment (http://tradersnarrative.wordpress.com/2011/01/21/sentiment-overview-week-of-january-21st-2011/) [Trader's Narrative]
John Paulson recaps big bets (http://dealbook.nytimes.com/2011/01/24/paulson-recaps-big-bets-in-year-end-letter/) [Dealbook]
For small hedge funds, success brings new headaches (http://dealbook.nytimes.com/2011/01/20/for-small-hedge-funds-success-brings-new-headaches/) [Dealbook]
A rare bearish piece on Apple (AAPL) (http://blogs.wsj.com/deals/2011/01/19/in-the-long-run-apple-will-bow-to-android-reality/) [WSJ]
Paulson's new fund seeks dollars in the desert (http://www.marketwatch.com/story/new-paulson-fund-seeks-dollars-in-the-desert-2011-01-27) [Marketwatch]
Back to the future with Clarium Capital's Peter Thiel (http://www.nationalreview.com/articles/print/257531) [National Review]
Bullish on Waste Management (WM) (http://seekingalpha.com/article/247933-just-one-stock-the-high-yielder-central-to-waste-industry-transformation) [Seeking Alpha]
Update on Tiger Global's private equity funds (http://www.bloomberg.com/news/2011-01-24/coleman-s-tiger-global-said-to-put-new-private-equity-fund-into-facebook.html) [Bloomberg]
Tiger's Robertson seeds Nezu Asia funds (http://www.reuters.com/article/idUSSGE70N04C20110124) [Reuters]https://blogger.googleusercontent.com/tracker/5975869446501122263-3571663015111249791?l=www.marketfolly.com
http://feeds.feedburner.com/~ff/MarketFolly?d=yIl2AUoC8zA (http://feeds.feedburner.com/~ff/MarketFolly?a=JB9LTcHua4E:RIK2tHoGYBo:yIl2AUoC8zA) http://feeds.feedburner.com/~ff/MarketFolly?d=7Q72WNTAKBA (http://feeds.feedburner.com/~ff/MarketFolly?a=JB9LTcHua4E:RIK2tHoGYBo:7Q72WNTAKBA) http://feeds.feedburner.com/~ff/MarketFolly?i=JB9LTcHua4E:RIK2tHoGYBo:gIN9vFwOqvQ (http://feeds.feedburner.com/~ff/MarketFolly?a=JB9LTcHua4E:RIK2tHoGYBo:gIN9vFwOqvQ) http://feeds.feedburner.com/~ff/MarketFolly?i=JB9LTcHua4E:RIK2tHoGYBo:V_sGLiPBpWU (http://feeds.feedburner.com/~ff/MarketFolly?a=JB9LTcHua4E:RIK2tHoGYBo:V_sGLiPBpWU)
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