Galleon Group's 50 Largest Holdings [View article]
the list would be better if it was based on the % of ownership. Apple is clearly not a short based on this. Also, not so sure you can't count on a massive wind down as a large % of the money is Raj's and i don't see him being forced to cash out much.
Barron's Big Money Poll: Bullish, But with Little Conviction [View article]
Its funny how money managers say one thing and do another. Considering 58% expect the markets to hit new lows I'd say that this rally has legs b/c the big money managers are not invested in this rally yet. The train has left the station and most people haven't joined.
Galleon Group's 50 Largest Holdings [View article]
Barron's Big Money Poll: Bullish, But with Little Conviction [View article]