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JANA Partners 2010 Letter: New Positions in Cablevision (CVC), Williams Comp…
via market folly by marketfolly@gmail.com (Market Folly) on 2/3/11 Barry Rosenstein’s hedge fund JANA Partners released its year-end...
npatel81
Feb 3, 20112 min read
Lots of good stuff
via Clouded Outlook by Alice Cook on 2/2/11 Just click… “I helped cause the financial crisis, and I’m sorry.” “The perception among the...
npatel81
Feb 3, 20113 min read


Bob Janjuah's Latest: Time To Fade Jackson Hole
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by Tyler Durden on 2/2/11 From Bob Janjuah of...
npatel81
Feb 2, 201113 min read


The Muni Bond Myth
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by madhedgefundtrader on 2/2/11 Fast forward...
npatel81
Feb 2, 20113 min read


So A Hedge Fund Employee Walks Into A Bar…
via Stone Street Advisors by The Analyst on 1/27/11 Earlier today a friend hit me up on bbm from the bar at JFK Airport to tell me the...
npatel81
Jan 28, 20112 min read
Must-Reads From This Past Week
via Stone Street Advisors by The Analyst on 1/22/11 Below is a list of mostly longer works that I’ve been collecting throughout the past...
npatel81
Jan 24, 20114 min read


NYT Reports States Looking For Ways To File Bankruptcy, Muni Bondholders To …
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by Tyler Durden on 1/20/11 Beyond their...
npatel81
Jan 21, 20112 min read
David Einhorn & Greenlight Capital's 2010 Year-End Letter
via market folly by marketfolly@gmail.com (Market Folly) on 1/19/11 David Einhorn’s hedge fund firm Greenlight Capital has returned...
npatel81
Jan 19, 20111 min read
Two More Investors Come Out And Slam Meredith Whitney's "Outlandish And Outr…
via Clusterstock by Joe Weisenthal on 1/19/11
npatel81
Jan 19, 20111 min read
2010 Hedge Fund Returns: Performance Numbers From Top Managers
via market folly by marketfolly@gmail.com (Market Folly) on 1/19/11 Data from Hedge Fund Research indicates that as a whole, hedge funds...
npatel81
Jan 19, 20114 min read
THE WORLD ECONOMIC FORUMS BIGGEST RISKS FOR 2011
via PRAGMATIC CAPITALISM by Cullen Roche on 1/13/11 The following is a summary of the World Economic Forum’s new report on global risks...
npatel81
Jan 13, 20114 min read
10 Things I Learned Working With Jim Cramer
via Clusterstock by James Altucher on 1/12/11 7) Improve every day. Jim told me this was the motto of Bill Meehan, thestreet.com...
npatel81
Jan 12, 20113 min read


Guest Post: Gold, The Improbable Answer To Life, The Universe, And Everything
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by Tyler Durden on 1/11/11 Submitted by Bo...
npatel81
Jan 12, 20114 min read


PIMCO's Bill Gross' January 2011 Letter – Off with Our Heads
Posted by TraderMark at 10:27 AM TweetThis I’m starting to become afraid as Bill Gross is starting to sound a lot like Tradermark. 😉...
npatel81
Jan 6, 20115 min read


PIMCO On The Robosigning Scandal And Its Consequences
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by Tyler Durden on 1/5/11 PIMCO, which was one...
npatel81
Jan 6, 20118 min read


Cracking A Window On Portfolio Company Valuations
via PE Hub Blog by Steve Bills on 1/5/11 The company was taken private in 2007 in a deal valued at $48 billion—the largest in the history...
npatel81
Jan 5, 20112 min read


Great Atlantic Bankruptcy and Adequate Protection
via Distressed Debt Investing by noreply@blogger.com (Hunter) on 1/4/11 Adequate Protection is always as an interesting issue when it...
npatel81
Jan 5, 20115 min read
On The Fun (But Pointless) Debate Between Rick Santelli And Rich Bernstein O…
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by Tyler Durden on 1/4/11 Rich Bernstein who...
npatel81
Jan 4, 201111 min read


Guest Post: 2011 – The Year Of Catch 22
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by Tyler Durden on 1/2/11 Confidence Game Ben...
npatel81
Jan 2, 20114 min read


My 10 Favorite/Important Articles from 2010
via zero hedge – on a long enough timeline, the survival rate for everyone drops to zero by Vitaliy Katsenelson on 1/2/11 Here are my 10...
npatel81
Jan 2, 20111 min read
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