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Subject:  Re: Investment subscriptions and must read quest Date:  5/16/2013  12:43 PM
Author:  EightTrack3 Number:  17153 of 26147 (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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