Since we're busy writing the brand new issue of our Hedge Fund Wisdom newsletter that is due out early next week, here are some links for the mean time:
If you missed it, notes from the Ira Sohn Conference [Market Folly]
Putting lipstick on the pig at Chesapeake Energy [Footnoted]
Peter Thiel on what 2 areas he'd short right now [Business Insider]
Will soaring rents lead to higher core inflation? [Big Picture]
Investment analysis of PHH Corp [Above Average Odds]
Scott Cottier: 3 places to find value in muni bonds [Learn Bonds]
On Wall Street's summer [Forbes]
Ben Graham then and now [Forbes]
Jeff Gundlach: bond savant [Business Week]
2012 US investment management award winners [Institutional Investor]
Buy bullion, not gold stocks, top hedge fund manager says [Globe & Mail]
Good old interview with Seagate's CEO [Forbes]
Investors missing rally dump bearish bets most since 08 [Business Week]
What happened to First Solar? [Technology Review]
Friday, May 18, 2012
What We're Reading ~ 5/18/12
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