• asiablues
    03/15/2010 - 15:28
    The euro could be in an over-sold situation, says Goldman Sachs and Dr. Feldstein. However, a potential correction can not disguise the elephant in the champagne room - the political and structural weakness in the single currency union.
  • Reggie Middleton
    03/15/2010 - 13:52
    Sometimes I truly wonder if those who make broad proclamations of "the coast is clear", "everybody is safe", and "all is calm on the western (European) front" ever took the time to glean the facts and evidence before makings such a proclamation. Here is HARD evidence that easily shows that the Greek crisis is FAR from over. I welcome anyone and everyone to challenge the evidence and/or prove otherwise.

Paulson & Co's Q3 Letter

Tyler Durden's picture




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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