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The Complete Robin Hood Conference Summary
From Tepper's "Short The Euro," call (which he hopes does better than his "bond bull is over" call) to Icahn's "HY credit is in a bubble... and I am short" warning, The 2-day Robin Hood conference in NYC had something for everyone. Paul Tudor Jones thinks US equities will outperform the rest of the world this year but "the piper will be paid one day," and Larry Fink says "equities are health" after last week's correction... and Whitney Tilson is short Lumber Liquidators (trade accordingly).
Day 1:
Greenlight's Einhorn: reiterates long SunEdison, says long TerraForm; says he owns warrants on Greek banks Alpha Bank, Piraeus Bank SA; betting on declines in French sovereign debt
Axel Capital's Nikolayevsky: recommends long Ezcorp (whose products include pawn and payday loans)
Kynikos' Chanos: recommends shorting Petrobras (“The economics are just so poor at Petrobras, that we
really have called it a scheme, not a stock,”)
Tudor Jones: Paul Tudor Jones Said to See U.S. Stocks Beating Globe in 2014, Bubble in global credit, Rally in USD is over, Short JPY - "The piper will be paid one day." Jones has been a longtime critic of the U.S. Federal Reserve’s policy of buying bonds. “If we maintain the status quo, what will be the probable outcome a decade from now? Look no further than Greece for the answer,” Jones told investors in 2010. He reiterated the reference to Greece yesterday by saying the U.S. is headed toward that country’s level of debt within the next 15 years.
Astenbeck’s Hall: Astenbeck’s Hall Said to Forecast Oil Prices Remaining Depressed
Knighthead’s Wagner: American Airlines ‘Attractive Investment,’ Wagner Says
Day 2:
Third Point’s Loeb: likes Amgen, urges breakup, says may be worth $249 per share in breakup; Third Point exited Sony stake in quarter; took stakes in EBAY, BABA in 3Q
Appaloosa’s Tepper: recommends shorting the Euro (based on ECB QE policy)
Icahn (Icahn sat on conference panel; made comments to Bloomberg after presentation) Says EBay Should Pursue PayPal Sale Now in Spin Dual Track; Icahn Had Dinner With EBay CEO John Donahoe Two Nights Ago; Says Buffett Sometimes Too Easy on Companies He Invests In; Says Bubble in HY - long HY CDX.
Glenview’s Robbins: likes Realogy, FNF Group, Community Health Systems, VCA Inc.
Eminence’s Sandler: likes Vivendi, EBay, GNC; sees EBAY climbing 40%; sees GNC up 45% in 6 mos.; likes Wolseley
Corvex’s Meister: recommends Crown Castle long; sees shrs hitting $120 next yr
Whitney Tilson: likes Micron, SodaStream; recommends shorting Exact Sciences, Lumber Liquidators
BlackRock’s Fink spoke in Bloomberg TV interview: Says Equities Are Healthy After Market Turmoil
Chesapeake Partners’ Traci Lerner: likes American Airlines, Barnes & Noble, GenCorp, Eagle Materials
Mangrove’s Nathaniel August: recommends shorting Australia’s Mesoblast; recommending short World Wrestling, going long Fortress Investment in CNBC interview
SQN’s Amish Mehta: likes Blucora long
EcoR1’s Oleg Nodelman: likes Clovis Oncology
Tiger Ratan’s Nehal Chopra: likes Charter Communications
Three Bays' Matthew Sidman: likes Churchill Downs
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Tilson is up a metric shit ton this year.
So much for peak oil..
Does this mean trough oil?
I didnt know Robin Hood stole from the poor and gave to the rich....but that line-up is pretty obvious thats the case, three quarters of those rich 'accomplished' inside trading Wall Streeters are Jews.
I spot an Amish on that list, see they're a diverse group!
/sarc
They should be called "Hood Robin". They got the stealing from the rich to give to the poor part the other way around.
Hitler's late revenge?
Aren't they all supposed to pump CMG, NFLX, TSLA, etc, what's wrong with these people?
Terrorism vs Renee's face: we live in two different media worlds
http://tinyurl.com/o466qdb
I recommend Ebola attend that conference for the sake of humanity.
Obola will represent. But is expected to arrive late.
...and demand a $500,000 speaking fee.
Dow now down 120. Recommencing the trend lower? Is everyone ready for round 2? http://www.alchemyfinancials.blogspot.com/2014/10/round-2.html
Dow now down 120. Recommencing the trend lower? Is everyone ready for round 2? http://www.alchemyfinancials.blogspot.com/2014/10/round-2.html
They've got some nerve calling it the "Robin Hood" conference.
"The Rich stealing from the Poor". It's the New Normal.
Do not panic... Blessed are the meek Sheep... Go back to grazing... Grow that wool.
p.s. If the poor had "the audacity of hope" and actually took back (reclaimed) from the rich, they would not be called Robin Hoods. They'd be called Domestic Terrorists. Propaganda and Semantics does matter in the New Normal.
It's a fund raiser for disadvantaged families in NY.
A disadvantaged family in NY makes a million a year, non?
At 2 & 20, they rob from the rich and give to the richer.
And if you fuck with .gov or one of the public "servants", they're coming to your house, fact!
http://www.nbcnews.com/news/us-news/operation-moonlight-diversion-was-se...
Did any SS (schuztaffel?) lose their jobs over the incident wtih the phony sign-language translator being about five feet from O'bomb-a?
A bunch of blowhards talking their book. Sure a couple million will get donated to charity but these fucks will make billions in the meantime.
Whitney Tilson......LMAO