The news for
stock pickers just keeps getting better — in addition to the overall
great year for the market, one of the biggest trends
holding back performance has shown a sharp turnaround.
Here's a letter to the board of Biglari
Holdings re: executive compensation [Noise Free Investing] & then more thoughts on Biglari's compensation agreement [My Investing Notebook] Where things stand in the market [Bespoke Investment Group] A list of
stocks Nasdaq is canceling trades in from yesterday's madness [Business Insider] The best interest rate chart in the world [Trader's Narrative] A
great macro overview from Barry Ritholtz [The Big Picture] A look at John Paulson's possible ownership of Bear Stearns CDOs [Zero Hedge] John Mauldin on the future of public debt [Advisor Perspectives] Top buys & sells from Morningstar's ultimate
stock pickers [Morningstar] The truth about «Sell in May & Go Away» [WSJ] An interview with hedge fund manager Hugh Hendry [Investment Week] Bill Ackman: Let's have a public registry for
stock opinion [Barron's] Hedge fund Harbinger hires ex-Orange chief for wireless plan [Dealbook] & Deutsche Telekom has been in talks with Harbinger [FT] Hedge funds begin to restructure fee system [FT]