Table of Contents

Introduction 1 Chapter 1: Catch a Wave 9 Chapter 2: Shipping Out 17 Chapter 3: Welcome to the Jungle 29 Chapter 4: Snapshots from the Dot.Com Bubble 39 Chapter 5: Discovery 61 Chapter 6: Flying with the Giants 79 Chapter 7: Shifting for Myself 97 Chapter 8: Sucked In 115 Chapter 9: Worlds Collide 123 Chapter 10: Exile on Wall Street 139 Chapter 11: Lifting the Curtain 157 Chapter 12: The Great Squeeze 185 Epilogue 197 Acknowledgments 205 About the Authors 207 Index 209

About the Author

KEITH McCULLOUGH is the founder of Research Edge, a provider of independent securities markets research that has become the go-to source for analysis and trade recommendations among savvy money managers. He is also a Bloomberg TV Contributing Editor. McCullough started in the business in 1999 as an equity analyst at Credit Suisse First Boston. From there, he ran assets for Dawson-Herman Capital Management's Millennium Fund, and then launched his own fund, Falcon Henge Partners LLC, which was integrated in to Magnetar Capital. He then moved on to become a portfolio manager at Carlyle?Blue Wave until 2007. McCullough is a graduate of Yale University and also former captain of the Yale hockey team. RICH BLAKE was the cofounder and executive editor of Trader Monthly magazine. He frequently contributes to CNBC's Power Lunch and to Alpha and Portfolio magazines. Prior to the launch of Trader Monthly, Blake wrote for Institutional Investor. He is the author of two books, The Day Donny Herbert Woke Up and Talking Proud: Rediscovering the Magical Season of the 1980 Buffalo Bills.