Hedge funds gripped by crisis of performance - FT.com
If you think your hedge fund has been lagging the market, you're not alone. Apparently its gotten harder to beat the market. Not that its ever been easy but this seems to bear out what I have…
E- cigarettes are a game changer
We are long MO and LO. Altria launches their much anticipated e cigarette August 1 on a limited roll out. I expect cigarette usage to radically change. E cigarettes are what the car was to horse…
10 Best Growth-Stock ETFs for 2013 - TheStreet Ratings
10 Best Growth-Stock ETFs for 2013Top-Rated ETFs Growth is hot. It's outperforming value. These ETFS are a good way to play it Top Domestic Growth ETFs as of 6/30/13 Fund Name Get Info…
More on housing from Boise Csacade
I don't like playing earnings but BCC, this recent IPO has pulled back and may present a bounce opportunity for Monday. I am doubtful of anything more than a bounce because private equity Dearborn…
The Teflon Market
Not Microsoft, not Google, not Ebay, not even Detroit going bankrupt can bring this market down. Bad news in one stock or sector is greeted with 52 week highs in another, like Schlumberger and GE…
Apache Sells Shallow-Water Gulf Operations to Fieldwood for $3.75 Billion - WSJ.com
Apache is the second largest position in the Sax Angle Partners Fund Apache to Sell Shallow Gulf Operations for $3.75 BillionSale to Fieldwood Energy Marks Change of Direction as Firm Seeks to Pare…
Property Crushes Hedge Funds in Alternative Markets - Bloomberg
“Why would anyone invest in the stock market?” Hamilton “Tony” James looked up from his notes and peered out at the audience over the rims of his glasses. The investors seated in the…
San Francisco Rents Rattle Tenants, Excite Investors - WSJ.com
Bay Area Rally Sends Rents Soaring Strong Tech Sector Is Helping Fuel Rising Costs for Tenants; Investors Jump In By JIM CARLTON CONNECT SAN FRANCISCO—When Alexandra Goldman got notice of her…
Portfolio holdings 7-16-13
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