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Social Clubs / Deranged Monkey Criticism
|Subject: Re: Investment subscriptions and must read quest||Date: 5/16/2013 12:43 PM|
|Author: EightTrack3||Number: 17153 of 22678|
MFWire.com (Mutual Fund Wire) - Good source of mutual fund industry news. I appreciate their "Three Things to Know from ______'s Earnings". See article Calamos linked below. Good way to quickly note changes to asset managers you don't normally follow.
I also appreciate quarterly writeups by asset management firms, particularly small ones that discuss stocks. They can be hit and miss.
Horizon Kinetics is a more recent "discovery" of mine. Their March 2013 Commentary on Scalability discussed alternative asset managers (I don't completely agree with their writeup but I always like contrasting opinions.)
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