Doug Kass Updates His Model Portfolio [View article]
Doug Kass is a great hedgie to follow. I don't know of any money manager who has made as many correct calls over the last 2 years as Kass. He spent 07 and 08 shorting stocks. Then in March of this year, he declares the March intraday low of 666.79 ( on the S&P 500) to be not only the low of this bear market, but possibly a generational low. He then goes long in his hedge funds and nails this rally.
Doug Kass Updates His Model Portfolio [View article]