Hedge Funds Bounce Back in 2012

For Hedge Funds, the year has only begun, but after being romped in 2011,  January was not too bad. Among the best performing funds are some prominent value funds. Greenlight, Third Point, Maverick and many others had a good January. No data from John Paulson yet, but we finally have some more in depth numbers for 2011 and they are not so pretty. Paulson Recovery -28%, Paulson Advantage Plus -53% and Paulson Advantage -35%.

Below are the top performing funds and the worst performing funds.

Hedge Funds Bounce Back in 2012

Themes for the next decade: Cannabis, 5G, and EVs

CannabisA lot changes in 10 years, and many changes are expected by the time 2030 rolls around. Some key themes have already emerged, and we expect them to continue to impact investing decisions. At the recent Morningstar conference, several panelists joined a discussion about several major themes for the next decade, including cannabis, 5G and Read More

Full document in scibd below (H/T http://www.zerohedge.com/)