What We're Reading ~ 6/4/10 ~ market folly

Friday, June 4, 2010

What We're Reading ~ 6/4/10

Back to square one in the markets [Abnormal Returns]

And by the way, learn to love uncertainty in the markets too [Kirk Report]

Economic activity: Intermodal rail traffic hits a new high [Pragmatic Capitalism]

Don't feel so bad about your May performance [The Reformed Broker]

Slightly dated, but still a great in-depth look at the long case for Citigroup (C) [Kinnaras Capital]

Of course we just covered why Bill Ackman bought Citigroup [Market Folly]

From oil spills to opportunities [Street Capitalist]

Warren Buffett on the difference between gambling and speculating [WSJ MarketBeat]

Pershing Square finds bargain in General Growth Properties [Institutional Investor]

Hedge funds post biggest monthly loss since crisis [BusinessWeek]

A great interview with Ray Dalio of Bridgewater Associates [Barron's]

Icahn acquires Lawson Software stake [Reuters]

Teaser of an upcoming piece on Steven Cohen of SAC Capital [Vanity Fair]

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