What We're Reading ~ 1/28/11 ~ market folly

Friday, January 28, 2011

What We're Reading ~ 1/28/11

RenTec's quant master Jim Simons speaks [Dealbreaker]

On the topic of hedge fund herding [AbnormalReturns]

Funny post: insight from top newsletters [Reformed Broker]

Lessons from 2010 [KirkReport]

Mark Cuban: Wall Street's new lie is asset allocation [BlogMaverick]

The ideal position size [SINLetter]

Summary of Barron's roundtable [StoneStreetAdvisors]

Emails suggest Bear Stearns cheated clients out of billions [TheAtlantic]

Do you believe in the Bernanke put? [Humble Student of the Markets]

Comprehensive overview of market sentiment [Trader's Narrative]

John Paulson recaps big bets [Dealbook]

For small hedge funds, success brings new headaches [Dealbook]

A rare bearish piece on Apple (AAPL) [WSJ]

Paulson's new fund seeks dollars in the desert [Marketwatch]

Back to the future with Clarium Capital's Peter Thiel [National Review]

Bullish on Waste Management (WM) [Seeking Alpha]

Update on Tiger Global's private equity funds [Bloomberg]

Tiger's Robertson seeds Nezu Asia funds [Reuters]

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