MarketFolly.com
02-04-2011, 10:10 AM
Rules for shorting (http://www.ritholtz.com/blog/2011/02/rules-for-shorting/) [Big Picture]
See also: Kathryn Staley's The Art of Short Selling (http://www.amazon.com/gp/product/0471146323?ie=UTF8&tag=markfoll-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=0471146323) [Amazon]
Video interview with value investor Vitaliy Katsenelson (http://abnormalreturns.com/artv-with-vitaliy-katsenelson/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+abnormalreturns+%28Abnormal+Ret urns%29) [Abnormal Returns]
Three ideas for the under-invested (reprise) (http://www.thereformedbroker.com/2011/02/02/three-ideas-for-the-under-invested-reprise/) [ReformedBroker]
Productivity: 12 steps to getting things done (http://www.kirkreport.com/2011/01/26/12-steps-to-get-things-done/) [KirkReport]
David Tepper cautious on Pittsburgh Steelers & markets (http://www.absolutereturn-alpha.com/Article/2759709/Tepper-cautious-on-Pittsburgh-Steelersand-the-markets.html?ArticleId=2759709&edit=true) [AbsoluteReturnAlpha]
Atticus' Tim Barakett backs macro fund launch (http://www.absolutereturn-alpha.com/Article/2759132/Tim-Barakett-backs-Dumas-macro-fund-relaunch.html) [AbsoluteReturnAlpha]
Iridian Asset Management's latest letter (http://www.zerohedge.com/article/iridian-asset-management-explains-why-stock-picking-no-longer-matters-thanks-fed) [ZeroHedge]
Why Jamie Dinan worries about small hedge funds (http://dealbook.nytimes.com/2011/02/01/why-dinan-worries-about-the-fate-of-small-hedge-funds/) [Dealbook]
Video: Why Jim Chanos is short China (http://video.ft.com/v/772837551001/Why-Jim-Chanos-is-short-China) [FT]
Chanticleer's letter to investors (http://myinvestingnotebook.blogspot.com/2011/01/chanticleer-investors-ii-q4-letter-2010.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+MyInvestingNotebook+%28My+Inves ting+Notebook%29&utm_content=Google+Reader) [MyInvestingNotebook]
Manager from Viking Global resigns (http://www.bloomberg.com/news/2011-02-04/viking-hedge-fund-s-dris-upitis-said-to-resign-from-investment-committee.html) [Bloomberg]
A technical overview of the market (http://tradersnarrative.wordpress.com/2011/01/31/technical-overview-short-term-tremors/) [Trader's Narrative]
Absolute Return Partners LLP letter (http://www.scribd.com/doc/48077205/The-Absolute-Return-Letter-0211-2) [Scribd]
New investment screening tool (http://www.zignals.com/main/index.aspx) [Zignals]
Tiger Asia disappointed with small 2010 gain (http://www.bloomberg.com/news/2011-02-02/tiger-asia-hedge-fund-disappointed-with-0-5-gain-in-2010-as-shorts-hurt.html) [Bloomberg]
Profile on Meredith Whitney (http://www.bloomberg.com/news/2011-02-01/whitney-municipal-bond-apocalypse-is-short-on-default-specifics.html) [Bloomberg]https://blogger.googleusercontent.com/tracker/5975869446501122263-3440616852533105378?l=www.marketfolly.com
http://feeds.feedburner.com/~ff/MarketFolly?d=yIl2AUoC8zA (http://feeds.feedburner.com/~ff/MarketFolly?a=bzTeczDlTRc:h91sd67oJyI:yIl2AUoC8zA) http://feeds.feedburner.com/~ff/MarketFolly?d=7Q72WNTAKBA (http://feeds.feedburner.com/~ff/MarketFolly?a=bzTeczDlTRc:h91sd67oJyI:7Q72WNTAKBA) http://feeds.feedburner.com/~ff/MarketFolly?i=bzTeczDlTRc:h91sd67oJyI:gIN9vFwOqvQ (http://feeds.feedburner.com/~ff/MarketFolly?a=bzTeczDlTRc:h91sd67oJyI:gIN9vFwOqvQ) http://feeds.feedburner.com/~ff/MarketFolly?i=bzTeczDlTRc:h91sd67oJyI:V_sGLiPBpWU (http://feeds.feedburner.com/~ff/MarketFolly?a=bzTeczDlTRc:h91sd67oJyI:V_sGLiPBpWU)
http://feeds.feedburner.com/~r/MarketFolly/~4/bzTeczDlTRc
More... (http://feedproxy.google.com/~r/MarketFolly/~3/bzTeczDlTRc/what-were-reading-2411.html)
See also: Kathryn Staley's The Art of Short Selling (http://www.amazon.com/gp/product/0471146323?ie=UTF8&tag=markfoll-20&linkCode=as2&camp=1789&creative=9325&creativeASIN=0471146323) [Amazon]
Video interview with value investor Vitaliy Katsenelson (http://abnormalreturns.com/artv-with-vitaliy-katsenelson/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+abnormalreturns+%28Abnormal+Ret urns%29) [Abnormal Returns]
Three ideas for the under-invested (reprise) (http://www.thereformedbroker.com/2011/02/02/three-ideas-for-the-under-invested-reprise/) [ReformedBroker]
Productivity: 12 steps to getting things done (http://www.kirkreport.com/2011/01/26/12-steps-to-get-things-done/) [KirkReport]
David Tepper cautious on Pittsburgh Steelers & markets (http://www.absolutereturn-alpha.com/Article/2759709/Tepper-cautious-on-Pittsburgh-Steelersand-the-markets.html?ArticleId=2759709&edit=true) [AbsoluteReturnAlpha]
Atticus' Tim Barakett backs macro fund launch (http://www.absolutereturn-alpha.com/Article/2759132/Tim-Barakett-backs-Dumas-macro-fund-relaunch.html) [AbsoluteReturnAlpha]
Iridian Asset Management's latest letter (http://www.zerohedge.com/article/iridian-asset-management-explains-why-stock-picking-no-longer-matters-thanks-fed) [ZeroHedge]
Why Jamie Dinan worries about small hedge funds (http://dealbook.nytimes.com/2011/02/01/why-dinan-worries-about-the-fate-of-small-hedge-funds/) [Dealbook]
Video: Why Jim Chanos is short China (http://video.ft.com/v/772837551001/Why-Jim-Chanos-is-short-China) [FT]
Chanticleer's letter to investors (http://myinvestingnotebook.blogspot.com/2011/01/chanticleer-investors-ii-q4-letter-2010.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+MyInvestingNotebook+%28My+Inves ting+Notebook%29&utm_content=Google+Reader) [MyInvestingNotebook]
Manager from Viking Global resigns (http://www.bloomberg.com/news/2011-02-04/viking-hedge-fund-s-dris-upitis-said-to-resign-from-investment-committee.html) [Bloomberg]
A technical overview of the market (http://tradersnarrative.wordpress.com/2011/01/31/technical-overview-short-term-tremors/) [Trader's Narrative]
Absolute Return Partners LLP letter (http://www.scribd.com/doc/48077205/The-Absolute-Return-Letter-0211-2) [Scribd]
New investment screening tool (http://www.zignals.com/main/index.aspx) [Zignals]
Tiger Asia disappointed with small 2010 gain (http://www.bloomberg.com/news/2011-02-02/tiger-asia-hedge-fund-disappointed-with-0-5-gain-in-2010-as-shorts-hurt.html) [Bloomberg]
Profile on Meredith Whitney (http://www.bloomberg.com/news/2011-02-01/whitney-municipal-bond-apocalypse-is-short-on-default-specifics.html) [Bloomberg]https://blogger.googleusercontent.com/tracker/5975869446501122263-3440616852533105378?l=www.marketfolly.com
http://feeds.feedburner.com/~ff/MarketFolly?d=yIl2AUoC8zA (http://feeds.feedburner.com/~ff/MarketFolly?a=bzTeczDlTRc:h91sd67oJyI:yIl2AUoC8zA) http://feeds.feedburner.com/~ff/MarketFolly?d=7Q72WNTAKBA (http://feeds.feedburner.com/~ff/MarketFolly?a=bzTeczDlTRc:h91sd67oJyI:7Q72WNTAKBA) http://feeds.feedburner.com/~ff/MarketFolly?i=bzTeczDlTRc:h91sd67oJyI:gIN9vFwOqvQ (http://feeds.feedburner.com/~ff/MarketFolly?a=bzTeczDlTRc:h91sd67oJyI:gIN9vFwOqvQ) http://feeds.feedburner.com/~ff/MarketFolly?i=bzTeczDlTRc:h91sd67oJyI:V_sGLiPBpWU (http://feeds.feedburner.com/~ff/MarketFolly?a=bzTeczDlTRc:h91sd67oJyI:V_sGLiPBpWU)
http://feeds.feedburner.com/~r/MarketFolly/~4/bzTeczDlTRc
More... (http://feedproxy.google.com/~r/MarketFolly/~3/bzTeczDlTRc/what-were-reading-2411.html)