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couple of reads..Weds AM ..MFs brief news & commentaries
"...I spoke to Craig Drill, a veteran hedge fund manager in New York who has been around the block so many times that he not only knows where the bodies are buried — he actually spaded dirt on a few himself. When Drill speaks, which he does not do in public much, you need to pay attention.
Drill says that before you can understand which stocks are likely to advance the most in this cycle, you need to understand who the big buyers are. He observes that people running money at the large funds who drive the market today are survivors of a lost decade; they’ve watched colleagues who made mistakes dumped on the side of the road and left to bid for jobs as peanut vendors at baseball games."
Comments
WSJ/Marketwatch
To make money in stocks, follow the big money
---Focus on midcap, high-quality companies with ‘organic’ growth
http://www.marketwatch.com/Story/story/print?guid=1124EC66-703E-11E0-B644-00212804637C
"...I spoke to Craig Drill, a veteran hedge fund manager in New York who has been around the block so many times that he not only knows where the bodies are buried — he actually spaded dirt on a few himself. When Drill speaks, which he does not do in public much, you need to pay attention.
Drill says that before you can understand which stocks are likely to advance the most in this cycle, you need to understand who the big buyers are. He observes that people running money at the large funds who drive the market today are survivors of a lost decade; they’ve watched colleagues who made mistakes dumped on the side of the road and left to bid for jobs as peanut vendors at baseball games."
what qe2 end means for your bond portfolio [interest read imho]
http://www.marketwatch.com/story/what-qe2s-end-will-mean-for-your-bond-portfolio-2011-04-27?reflink=MW_news_stmp