Latest Hedge Fund Related News We’re Reading

Passport Capital Sees “Major Retrenchment in Risk Assets” [marketfolly.com]

Eight Investment Lessons From Bruce Berkowitz [businessinsider.com]

Analyzing Bruce Berkowitz’s Top 5 Holdings [seekingalpha.com]

Speculating on AIG’s 2012 Performance [wallstcheatsheet.com]

Marc Faber discusses inflation and wealth destruction [businessinsider.com]

IBM’s Performance in 2012 and who has benefited.  [wallstcheatsheet.com]

Amylin’s Battle with Carl Icahn [seekingalpha.com]

Forcasting a new round of housing woes. [zerohedge.com]

Reuters discusses Paulson’s 1st quarter hedge fund performance [reuters.com]

Pershing Square’s Bill Ackman pushing for change at Canadian Pacific Railway [bloomberg.com]

Hedge Funds who killed it in Q1 [businessinsider.com]

Pershing Square’s investment in Burger King [thestreet.com]

A look at Seth Klarman’s Baupost Group Top Holdings [seekingalpha.com]

Transcript of Leon Cooperman’s discussion about investment strategy [bloomberg.com]