Steven Drobny's new hedge fund book: The Invisible Hands [Steven Drobny]
If you haven't read his first book, definitely check out his interviews with top hedge fund traders: Inside the House of Money [Steven Drobny]
The wisdom of short selling [NYTimes]
And on that note, many hedge funds have recommended reading The Art of Short Selling [Kathryn Staley]
Morgan Stanley thinks the rally is about to end [Pragmatic Capitalist]
Don't focus too much on the oil to natural gas ratio [Reformed Broker]
Analyzing insurance stocks: the income statement [StreetCapitalist]
The CRE time bomb [Humble Student of the Markets]
Jim Chanos is wrong on China [Eric Jackson, The Street]
We've previously posted up Chanos' thoughts on China [MarketFolly]
Why wine isn't an investment [Felix Salmon] (A long time ago we posted about a wine hedge fund.)
A sports betting hedge fund starts up [FINalternatives]
Inside the personal life of Steven Cohen [NYMag]
Americans back to the overconsumption norm [CreditWritedowns]
Ospraie's Dwight Anderson lures back commodities investors [Reuters]
And a past look at how Anderson got broadsided in 2008 [Fortune]
Is Paulson & Co now too big to succeed? [BusinessWeek]
Fannie/Freddie may fill Fed's mortgage void [Reuters]
Hedge fund manager pay roared back last year [NYTimes]
What March Madness teaches us about survivorship bias [AllAboutAlpha]
Saturday, April 3, 2010
What We're Reading ~ 4/3/10
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