Griz

John Paulson: Long Financials

Also, I'm sure he was short elsewhere so all that had to happen was that financials performed better than where he was short (all past tense of course because he's absolutely onto some other pairing).

Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle

Just wait until we have a new president in November... I bet that a whole bunch of this artificial stimulus goes away, we crater into 2009-2010 and they (either Dems or Repub) hope a recovery in time to get re-elected in 2012.