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The Elevator Down...
Between SUNE (7.92% holding), MU, gold, and a litany of other recent Einhorn blowups, will Greenlight be the first fund of the New Normal to gate... or will it be Andy Hall?
The collapse in SunEdison (where Einhorn is the biggest holder) seems extremely 'margin-call, liquidation-forced' in style... especially the last 2 days...
Charts: Bloomberg
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this recovery is awesum!!!!
Best "recovery" since 1974.
On SUNE: The market is forward looking, everyone is focused on SUNE, but what about their new mergeco? has anyone checked in on Japanese/Chinese numbers? Just something to think about. The stock was a hedge fund hotel darling, just like EOG and COG, so its pretty easy to scare the munchkins. Nearly everything is gapping as the major macro trades are unwound.
If your enemy is superior, evade him. If angry, irritate him. If equally matched, fight, and if not split and reevaluate.
Some say lemons; I say LEMONADE! Back up the truck!
3:30 ramp started a little early today, but here we go! Fuckers
REPORT: Al Gore Shoots Down Lewinsky Box Invite
http://freebeacon.com/blog/al-gore-lewinsky-clinton/
PARIS — THE turquoise tranquillity of the Côte d’Azur was rocked a couple of times during the Cannes Lions Festival, the advertising world’s rosé-soaked answer to the Cannes Film Festival.
Al Gore snubbed Monica Lewinsky. Lewinsky, who was giving a speech for Ogilvy & Mather about how she became “patient zero” in the cyberbullying epidemic, was slated to sit in a V.I.P. box with the former vice president, who got an award for being a good brand.
But her invite got yanked.
The snubbing, Dowd writes, was “a reminder that Gore’s prissy attitude” toward the Lewinsky scandal, and his reluctance to feature Bill Clinton on the campaign trail in 2000, might have cost him the election.
Dowd also takes issue with the notion that Lewinsky was the first victim of “cyberbullying,” as such.
Monica’s main bullies were not of the cyber variety. The Internet was just getting up and running. Her chief bullies were flesh and blood, a raffish president and feminist first lady who are now vying to be a feminist president and raffish first lad. They’re the ones who tried to paint her as a “narcissistic looney toon,” as Hillary put it to her friend Diane Blair.
Sidney Blumenthal, Hillary’s Doberman and email correspondent, led the sliming of Monica as a fantasist and stalker. Hillary’s friends do not regard Monica as a victim, but a predator. They think she let herself in for trouble when she took up with a married president who was a magnet for right-wing bullies.
Blair’s “looney toon” comments were first reported by the Free Beacon.
Bill Clinton was a featured speaker at the Cannes Liones Festival. It is not known whether the former president had any interaction with Lewinsky during the event. He did, however, manage to squeeze in a taxpayer-financed shopping spree at French luxury retailer Hermès, an outlet that is currently under fire from animal rights groups for torturing adorable creatures in the name of fashion.
---/---
Monica's fashion line:
http://www.styleite.com/news/in-memorium-that-time-monica-lewinsky-was-a...
https://m.youtube.com/watch?v=bmtbg5b7_Aw
Let's see if Al will a-Dress the issue.
http://bangordailynews.com/2014/11/17/business/sunedison-terraform-to-bu...
===Please take note of other mentions here=== I wrote these and also added much in the comments.
http://dailybail.com/home/why-wind-power-wont-work.html
http://dailybail.com/home/the-mafia-is-moving-into-green-energy.html?cur...
I beleive it was CNBC yesterday that had a rare moment of clarity when it broadcast the CEO's last 2 comments about stock pricing and market....none of which showed any understanding of mangaing expecations....The CEO was hired by the BOD, of which Einhorn is a member...
Leadership drives value....you get what u pay for, you get the results you hire....enjoy the plunge
I beleive it was CNBC yesterday that had a rare moment of clarity when it broadcast the CEO's last 2 comments about stock pricing and market....none of which showed any understanding of mangaing expecations....The CEO was hired by the BOD, of which Einhorn is a member...
Leadership drives value....you get what u pay for, you get the results you hire....enjoy the plunge
Anyone gives a fuck about crony, crooked, corrupt hedge funds blowing up? They made out like bandits with QE and paid virtually no taxes. If there were any justice in this world, most hedge funds would blow up
Depends on whether or not it's my money......
Margin call, gentlemen!
Unfortunately, they will have the weekend to get their shit together. we can hope though.
Add CVEO to that list. Down a ton while Greenlight was a major holder.
I was on the UBS call about SUNE this morning. You're just showing today. It's motherfucking down 60% for two weeks. It's like "is this thing worth $5bn or $10bn?" I honestly thought the corporate credit markets had shit the bed. Still wouldn't matter. It's still a low maintenance business that has customers lock in payments for 20 year PPAs and every state in the country is forcing utilities to source their energy from them.
It's like cash flows and distributions don't matter right now.