New Issue of Our Hedge Fund Wisdom Newsletter Just Released

The new issue of MarketFolly.com's Hedge Fund Wisdom newsletter has just been released! Created in collaboration with other hedge fund analysts, our 90 page issue is your complete guide to what top hedge funds have been buying, selling and why. It is published four times a year (February, May, August, November). Included in this issue:

- Portfolios of 25 top hedge funds (2 new funds added this quarter)
- Expert commentary on each fund's new portfolio
- Equity analysis of 5 stocks hedge funds bought in the quarter
- Consensus buy/sell list

Hedge fund manager portfolios in this issue include:

Seth Klarman (Baupost Group)
Warren Buffett (Berkshire Hathaway)
David Einhorn (Greenlight Capital)
Stephen Mandel (Lone Pine Capital)
David Tepper (Appaloosa Management)
Bill Ackman (Pershing Square Capital Management)
Bruce Berkowitz (Fairholme Capital)
Chase Coleman (Tiger Global Management)
John Burbank (Passport Capital)
Leon Cooperman (Omega Advisors)
Dan Loeb (Third Point)
John Griffin (Blue Ridge Capital)
John Paulson (Paulson & Co)
Lee Ainslie (Maverick Capital)
Julian Robertson (Tiger Management)
George Soros (Soros Fund Management)
Roberto Mignone (Bridger Management)
Chris Shumway (Shumway Capital Partners)
Richard Perry (Perry Capital)
Larry Robbins (Glenview Capital)
Andreas Halvorsen (Viking Global)
Carl Icahn (Icahn Capital)
Thomas Steyer (Farallon Capital)

... and we added 2 new funds this quarter: Barry Rosenstein's JANA Partners & Alan Fournier's Pennant Capital.

Take advantage of our introductory pricing! Click the 'subscribe' button and then on the next page look for the "Pay using your credit or debit card" link at the bottom. You can also pay via PayPal. If you would like to pay via check, please email us: info@hedgefundwisdom.com.

1-Year Subscription (Save 17% with this option!): $199 per year

Quarterly Subscription: $60 per quarter

The Next Financial Mania - BCA Research Special Report

Embedded below is an interesting special report from BCA Research. This particular global investment strategy piece is authored by Francis Scotland who is currently Director of Global Macro Research at Brandywine Global Investment Management LLC, a boutique multi-product investment fund. Before Brandywine, Francis founded the publication you'll find below and was its editor from 1996 to 2005 where he provided investment ideas and strategy recommendations.

This 'Next Financial Mania' special report focuses on bubbles and tries to carve out possible candidates for the next bull market. After all, we've seen historically that new bulls arise from the bear market ashes. Francis goes on to depict that there have been various bubbles throughout certain decades such as gold in the 1970's, Japan in the 1980's, the Nasdaq in the 1990's and most recently, crude oil. (Make sure you check out the recent technical analysis video on crude oil we posted up a few days back). Focusing on what possibly could be the next bull market, Francis identifies a few candidates. Firstly, he starts with ideas that are not necessarily the best candidates as he singles out the 'Electrification Of Transport,' 'Gold and Inflation,' and 'Energy and Commodities'. However, he disregards them for the time for a tentative conclusion of possible bull markets in emerging market equities and real estate. This piece is macro thinking and research at its finest as speculators attempt to identify and profit from the next major shift in the world and subsequent markets. We highly enjoy reading macro research and have often posted up the thoughts of hedge fund Clarium Capital, including their most recent research commentary, 'Save Now, Invest Later.' This is the first time we've posted up anything from BCA Research, so hopefully you enjoy the document embedded below:

*Update, the report was removed per request of representatives from BCA Research

However, persistent readers can attempt to download the .pdf here or potentially find a copy of it on Scribd. While there is some prudent research included within the report, the idea of emerging market equities as the next bull market is by no means a new theme. However, Francis builds up his rationale nicely so it's an interesting read. Overall, it's intriguing to speculate what trends will arise from this bear market's remains when it is all said and done. While Francis has focused on future trends, we also posted up a report for those of you who might be interested in current trend and strategies. Head to our post on Goldman Sachs' current long & short strategies to check those out.

Salida Capital Special Report: Chinese Metal Demand Poised To Correct?

Thanks to a reader in Toronto for the latest from hedge fund Salida Capital. This special report looks at Chinese metal demand going forward and their findings are interesting. RSS & Email readers will need to come to the blog to view the embedded document. Alternatively, you can try to download the .pdf here, assuming the link still works.

Enjoy the report:

Special Report - 2009-08-21 - China's Metal Demand

Morningstar Newsletters: Free 30 Day Trials

Wanted to give our readers a heads up that Morningstar is now offering a brand new collection of various newsletters all with free 30 day trials on different topics including:

Different investment styles:

• Fund Investor
• Stock Investor
• Dividend Investor
• Options Investor
  
• Opportunistic Investor
• ETF Investor
• Practical Finance

And analysis on the various retirement fund choices, dependent on where your 401k assets are kept:

• Vanguard Fund Family
• Fidelity Fund Family
• American Fund Family
  

All the separate links above take you to the specific newsletter where you can get the 30 day free trial on each of them. These are great resources, especially for those of you with assets/401k's at the specific funds, as they can help you analyze your choices. Head on over there to check out each of the free offerings while you can since we don't know how long this promotion lasts. While you're there, make sure to utilize their great portfolio x-ray tool too.

Don Coxe Basic Points June 2009 Newsletter

After posting up market strategist Don Coxe's 'Basic Points' newsletter for April, and for March as well, we're back with his June edition. If you're unfamiliar with Coxe, he's a noted market commentator and has a very large following due to the many good points he often brings up. Coxe is an agricultural bull and has additionally focused a lot on commodities. In fact, Coxe shares a lot of views with noted investor Jim Rogers (whose portfolio we've also covered). For more of Coxe's thoughts, you can check out his question & answer session here.

Here's the slidedeck (RSS & Email readers will need to come to the blog to view it):

Publish at Scribd or explore others: Finance Non-fiction money bush