What We're Reading ~ 12/5/12 ~ market folly

Wednesday, December 5, 2012

What We're Reading ~ 12/5/12

Notes from the the Bloomberg Hedge Fund Summit [Reformed Broker]

More coverage from the summit [ValueWalk]

Goldman Sachs top 10 market themes for 2013 [ZeroHedge]

The confusion between volatility and risk [Jack Schwager]

Einhorn ramps up net long exposure [Institutional Investor]

The bullish case for gold [Sober Look]

John Paulson said to blame bet against Europe for most of loss [Bloomberg]

Aggregation of talks from the UVA Investment Conference [Santangel's Review]

Pondering fixed income in 2013 [Economic Musings]

Interview with Warren Buffett & Carol Loomis [Charlie Rose]

Xerox may be the next big writedown disaster [TheHour]

Pershing Square investors to convert into permanent capital vehicle [Reuters]

Kleinheinz Capital & Corriente return client money [Bloomberg]

In-depth look at DoubleLine's Jeff Gundlach [Bloomberg]

A holiday book giveaway [Abnormal Returns]

Nominees for the 2012 Absolute Return hedge fund awards [HF Intelligence]

Lunch with Warren Buffett [New Yorker]

Gene Munster's Apple presentation at Ignition [Business Insider]

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