What We're Reading ~ Hedge Fund Links 3/1/13 ~ market folly

Friday, March 1, 2013

What We're Reading ~ Hedge Fund Links 3/1/13

Lessons from Hedge Fund Market Wizards: Steve Clark [Finance Trends]

Einhorn's Greenlight Re conference call transcript [Santangel's Review]

Looking for alpha? Try women hedge fund managers [Yield of Dreams]

Harbor Investment Conference: picks from McGuire, Ackman & more [HFIntelligence]

Tale of Loeb & Ackman's bike ride [Vanity Fair]

Outlook from Oaktree's Howard Marks [Outlook India]

Loeb sells part of long position in Herbalife (HLF) [CNBC]

Is RenTec falling off the mark? [II]

Tudor said to plan first equity funds since Pallotta left [Bloomberg]

Goldman Sachs: hedgies most bullish on stocks since 2007 [WSJ]

Gross, Dalio, Gundlach... Minerd? [aiCIO]

Deutsche Bank says new hedge fund deposits to triple [Bloomberg]

Hedge funds seen behind likely VIX short squeeze [Hedgeworld]

Ex-Soros CIO courting capital for new fund [Reuters]

ValueAct supports sale of Gardner Denver (GDI) [Reuters]

J.C. Penney's (JCP) poor showing is another retail miss for Ackman [NYTimes]

Ken Heebner bets 21% of his fund against Treasuries [Bloomberg]

Hedge funds grow nervous after credit rally [Reuters]

Pinterest valued at $2.5 billion following investment from Valiant Capital [Bloomberg]

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