RenTec's quant master Jim Simons speaks [Dealbreaker]
On the topic of hedge fund herding [AbnormalReturns]
Funny post: insight from top newsletters [Reformed Broker]
Lessons from 2010 [KirkReport]
Mark Cuban: Wall Street's new lie is asset allocation [BlogMaverick]
The ideal position size [SINLetter]
Summary of Barron's roundtable [StoneStreetAdvisors]
Emails suggest Bear Stearns cheated clients out of billions [TheAtlantic]
Do you believe in the Bernanke put? [Humble Student of the Markets]
Comprehensive overview of market sentiment [Trader's Narrative]
John Paulson recaps big bets [Dealbook]
For small hedge funds, success brings new headaches [Dealbook]
A rare bearish piece on Apple (AAPL) [WSJ]
Paulson's new fund seeks dollars in the desert [Marketwatch]
Back to the future with Clarium Capital's Peter Thiel [National Review]
Bullish on Waste Management (WM) [Seeking Alpha]
Update on Tiger Global's private equity funds [Bloomberg]
Tiger's Robertson seeds Nezu Asia funds [Reuters]
Friday, January 28, 2011
What We're Reading ~ 1/28/11
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