3rd

3rd

A bad July?

Anybody watch the markets this July?

How to start a hedge fund (video)

some guy from U of Fla (yipes)
LINK

Photos or videos of top hedge managers?

this shot made me yearn for better photos..
http://newsimg.bbc.co.uk/media/images/41741000/jpg/_41741292_relax.jpg

or plain shots

major bermuda hedge fund

www.evcap.com or www.everestcapital.com

cool hedge blog

http://pfblogs.org/entry/514867

Sunday news

ah, its just a status thing http://www.sfgate.com/cgi-bin/article.cgi?file=/chronicle/archive/2006/06/11/BUGNLJBANE1.DTL&type=business

Telegraph also dissing the hedge funds http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2006/06/11/ccluke11.xml&menuId=242&sSheet=/money/2006/06/11/ixcoms.html

Morgan stanley to offer fund of funds (oh boy)
http://www.banknet360.com/news/NewsAbstract.do?na_id=3818

funny...Hedgestock?

conf for either hippies or hedge fund folks
http://www.hedgestock.co.uk/2006/

...Hedgestock?

conf for either hippies or hedge fund folks
http://www.hedgestock.co.uk/2006/

hedge fund reader...??

article about widening types of investing for the hedge funds..
.. http://www.hedgefundreader.com/2006/05/hedge_funds_wid.html

good blog, or just an aggregator?

http://pfblogs.org/

recent hedge fund activity

Even hippies want hedge funds
.....see Financial Times story http://news.ft.com/cms/s/39ef3aac-f29e-11da-b78e-0000779e2340.html

Why the banks are addicted to hedge funds
....NY Times http://dealbook.blogs.nytimes.com/?p=3755

bloomberg has note/article on state of hedge funds

http://www.bloomberg.com/apps/news?pid=10000103&sid=aFGa3if.d.PY

flickr photos of emerging markets conference

http://www.flickr.com/photos/65812886@N00/sets/72057594096331005/

 

time to leave the emerging markets..? (whadya think?)

http://articles.moneycentral.msn.com/Investing/MutualFunds/EmergingMarketsParty.aspx

 

bunch of analysts, as featured on abnormalreturns

http://abnormalreturns.wordpress.com/2006/05/31/wednesday-links-bric-branding/

 

Canadian paper w/ note about hedge funds aiming at emerging markets

I’d say, “about time”

 

http://www.investmentexecutive.com/client/en/News/DetailNews.asp?Id=34122&IdSection=148&cat=148

 

Great set of links on emerging markets

Emerging markets (by the way, somebody in Nicaragua asked me "what then qualifies a country as 3rd world?)

http://www.investorhome.com/intl.htm

Amazon books

Has nice comments inside book on hedge funds, called “Inside the house of money” , by Steven Drobny

Fund managers at Everest Capital

names, etc

Everest Capital or evcap

Random cool blog

http://paul.kedrosky.com/

not sure about this guy http://www.feld.com/blog/index.php

Sun Tech (any good as play on solar?)

Suntech Power Q4 2005 Earnings Conference Call Transcript (STP)

Related Stocks: CHINA, STP

Suntech Power (STP)Q4 2005 Earnings Conference CallFebruary 13th 2006, 7:00 PM.

 

 

Hedge fund week on Asian funds

 

http://www.hedgeweek.com/download/12688/Hedge funds drive growth in Asian equity market.pdf

Asia finance blog looks interesting to me…

http://www.asiafinanceblog.com/asiafinanceblog/2006/04/hedge_funds_mak.html

 

 

Templeton talking

From financial times http://news.ft.com/cms/s/6e27a80a-e3ed-11da-8ced-0000779e2340.html

Mark Mobius talking.. Its top ten holdings include stakes in Hyundai Development, Unibanco, Banco bradesco, PetroChina, China Petroleum & Chemical, Lukoil, Petroleo Brasilerio, SK Corp, Akbank TAS and Gedeon Richter.

 

As ps, I own small bit of this fund and I somehow recall it never did well….

Conferences?

http://www.empea.net/events/peindustrycalendar.aspx

 

Links for emerging markets

http://www.emgmkts.com/

Darn, I missed this conference http://www.ifc.org/ifcext/cfn.nsf/content/Conference2006Invitation

$21 billion raised for investing, just in 2005 http://www.empea.net/docs/Research/Fundraising.pdf

Some paid for, not totally great site http://www.xhedgefund.com/

Some other Hedge fund blog http://www.xhedgefund.com/blog.htm

 

Investing for me (and you)

Not sure if I made this fully clear. I’m a small investor, interested in smart, sophisticated investing. So I’m not going to bother with posting anything about “start your own business”, or “make money from installing pay phones”, etc.

But I do want to look at how to profit from the smarts of better investors than myself.

My choices I think are

Individual stocksETFSMutual funds (especially indexed)and then Hedge or other private investing vehicles

Do you have any ideas?

Try my other side

also at this