Financial Shenanigans: How to detect accounting gimmicks & fraud [Howard Schilit]
Biggest potential headwinds for stocks in 2011 [ReformedBroker]
Review of the book on equity research [Research Puzzle]
Trapeze Asset Management's latest letter [MyInvestingNotebook]
A only-somewhat-complete list of the 25 best financial "blogs" [TIME]
And on that note: the professionalization of financial blogs [Abnormal Returns]
Top hedge funds betting on plastics [Reuters]
David Tepper is mainly concerned about Middle East blowing up [Institutional Investor]
See earlier: Tepper cautious but optimistic [MarketFolly]
Carl Icahn returning outside investor capital [Dealbook]
Bill Gross dumps Treasuries [Bloomberg]
A few months old, but great interview with global macro manager Renee Haugerud [Galtere]
James Montier on the seven immutable laws of investing [Docstoc]
Hugh Hendry's presentation on why he's shorting China [BusinessInsider]
Tepper may invest in other hedge funds [Marketwatch]
Behind the curtain at D.E. Shaw [WSJ]
Nokia (NOK) and its risky strategic bet [Can Turtles Fly]
Friday, March 11, 2011
What We're Reading ~ 3/11/11
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