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Paulson & Co's Q3 Letter
Courtesy of Dealbook.
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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?
hard to believe he wont be right in some debt restructurings, but if the outlook gets worse he's going to get crushed
maybe I'm a little slow, but I don't see any attachment or how to read Paulson's letter.
just insert "a derka derka" where it gets blurry.
-Matt Damon
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!
could we get a PDF please
What pi$$-poor redacting. Now I agree, do a better scan, and let's see something other than ScribD used...