What We're Reading ~ 11/12/10 ~ market folly

Friday, November 12, 2010

What We're Reading ~ 11/12/10

Interview with hedge fund legend Michael Steinhardt [Benzinga]

Analyst from Druckenmiller's fund preps new hedge fund [AbsoluteReturn+Alpha]

The latest on Phil Falcone's hedge fund [Forbes]

Clarium Capital down 17% this year [FINalternatives]

Rumors of death of mean reversion are exaggerated [StreetCapitalist]

Appaloosa Management's returns for this year [Dealbook]

Alumni of Stan Druckenmiller's firm starting new hedge fund [Bloomberg]

A slightly old but interesting interview with Galtere International's Renee Haugerud [Barron's]

Doug Kass says to short Fastenal (FAST) [TheStreet]

Klarman's Baupost Group returning some cash to investors [BusinessInsider]

The biggest lesson I learned from running a hedge fund [Forbes]

Study says big hedge funds generate less alpha [WSJ]

Soros Fund Management to open Hong Kong office [Reuters]

Junk bonds are getting pricey [WSJ]

Hedge fund FrontPoint cautioned manager on trades [WSJ]

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