What We're Reading ~ 1/22/09 ~ market folly

Friday, January 22, 2010

What We're Reading ~ 1/22/09

Stop buying stocks and start buying businesses [Nick Gogerty]

Stephen Mandel's Lone Pine Capital: Some performance numbers [Teri Buhl]

PIMCO's Bill Gross sells treasuries, adds bonds and MBS [zero hedge]

Some more hedge fund performance numbers [zero hedge]

Advisor Perspectives interview with Fairholme Fund manager Bruce Berkowitz (direct .pdf link) [Advisor Perspectives]

Societe Generale's 2010 Outlook [Scribd]

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