• The Coming Pan-European Soverign Debt Crisis
    Reggie Middleton
    02/09/2010 - 05:12
    The levered assets of the banks in many Euro-sovereign nations easily outstrip those nations' GDP's. So when the nations' banks get in trouble from bad banking practices (and a very large swath have), the nations themselves are helpless in attempting to truly save the banks (and instead only institute a bait and switch wherein private default risk/insolvency potential is swapped for public manifestations of the same).
  • The Alarm Bells are Ringing
    madhedgefundtrader
    02/09/2010 - 07:22
    The rug may about to be pulled out from under the market. The onslaught of contradictory news coming out of Washington is wearing the market down. An exclusive interview with Andrew Horowitz of The Disciplined Investor.

Paulson & Co's Q3 Letter

Tyler Durden's picture
Submitted by Tyler Durden on 11/19/2009 09:06 -0500



Courtesy of Dealbook.

 

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by nhsadika
on Thu, 11/19/2009 - 09:28
#135662

On Page 20 there is a "Upside/Downside to 2010 for U.S. Life Insurance Companies" , any guesses on what the axis of that chart are, and which companies are represented in each bar?

by Anonymous
on Thu, 11/19/2009 - 09:58
#135688

hard to believe he wont be right in some debt restructurings, but if the outlook gets worse he's going to get crushed

by jojomama
on Thu, 11/19/2009 - 10:06
#135698

maybe I'm a little slow, but I don't see any attachment or how to read Paulson's letter.

by Lets_Eat_Amen
on Thu, 11/19/2009 - 11:07
#135785

just insert "a derka derka" where it gets blurry.

 

-Matt Damon

by saladbarbeef
on Thu, 11/19/2009 - 10:25
#135708

The demigods at Paulson think BofA will have passed through the shadow of the credit write-down cycle by Dec 31, 2011.  (Page 12)  Woo-hoo! Only two years to go!

by Anonymous
on Thu, 11/19/2009 - 10:54
#135764

could we get a PDF please

by Big Red
on Fri, 11/20/2009 - 01:19
#137011

What pi$$-poor redacting. Now I agree, do a better scan, and let's see something other than ScribD used...

 

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