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Paulson & Co's Q3 Letter

Tyler Durden's picture




 

Courtesy of Dealbook.

 

 

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Thu, 11/19/2009 - 10:28 | 135662 nhsadika
nhsadika's picture

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?

Thu, 11/19/2009 - 10:58 | 135688 Anonymous
Anonymous's picture

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

Thu, 11/19/2009 - 11:06 | 135698 jojomama
jojomama's picture

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

Thu, 11/19/2009 - 12:07 | 135785 Lets_Eat_Amen
Lets_Eat_Amen's picture

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

 

-Matt Damon

Thu, 11/19/2009 - 11:25 | 135708 saladbarbeef
saladbarbeef's picture

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!

Thu, 11/19/2009 - 11:54 | 135764 Anonymous
Anonymous's picture

could we get a PDF please

Fri, 11/20/2009 - 02:19 | 137011 Big Red
Big Red's picture

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

 

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