Labor Day Links

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Lots of these are non-investment related...and it took a little longer to post than normal.  The good news is the cast comes off soon...

Traveling

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Dallas September 13th - 16th Drop me a line if you are in Dallas and want to get together.

Goldman Sachs Hedge Fund Trend Monitor

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There is a ton of good information in this quarterly report (link to PDF here, or in full at the bottom of this post). ...

Pimco Plots Asset Strategy to Mimic Yale Without Cash Strain

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Interesting news.  The key here is how they plan on allocating the hedge fund and private equity portions.  You already know what I think...

Hedge Fund Tracking 2009 Results

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(Posting will be a little lighter over the next few weeks as I have a broken hand.  Well, at least until I can get...

Sitting, Waiting

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I don't watch CNBC much, but was watching this AM over coffee at the house.  I keep hearing people state, "I'm waiting for a...

Traveling

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Boston August 26-27 Dallas September 13-16 San Francisco September 19-23 Chicago October 2-6 (tentative schedule) North Carolina October 8-12 Hit me up if you are around!

LinkFest

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David Tepper is a beast!  His fund got long the financials at just the right time.  Following his top 10 stock holdings back to...

Have A Question For Me?

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I'm doing a webinar tomorrow from NYC, tune in and ask me some questions! Login here or here, 4PM ET,  8/13/09.

Couple Good Articles in Barron’s

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I love visiting NYC!  (PS Anyone have a favorite sushi joint here?  Blue Ribbon is right down the street so may try that.) A couple...