Interesting that all of the critics of the article basically ignored what the article was about, which is naked swap writing. It was not about the names of the AIG execs, my business back then, my relationship with them, nor the split adjusted price of AIG.
BTW, thanks John, et. al. I don't frequent SA comments that often.
Hedge Fund Tracking: Ackman's Pershing Square, Q3 2008 [View article]
Feel free to track my performance and compare it to all of the funds that you track. My publicly available research model is up over one hundred % for the year while accepting less than half of the risk of the broad market. It has beat all investment bank analyst recommendations and all hedge fund indices for the past year by at least a multiple of 5. See boombustblog.com/index...
Wasted Lessons from AIG [View article]
BTW, thanks John, et. al. I don't frequent SA comments that often.
The 'Doo Doo 32': Receipt of the TARP [View article]
Hedge Fund Tracking: Ackman's Pershing Square, Q3 2008 [View article]
Insurance Sector Actionable Intelligence [View article]
:-)