"How long between his actual trades and reporting? Cause when he sells it will signal the coming disaster that is bearing down on us. Too bad he isn't forced to release his positions daily. Then we all might have a chance in hell of avoiding the brunt of the next crash."
I doubt he committed $3 billion with the thought of pulling it out in a month or two. The Fed doesn't plan on raising rates for at least a few months. With the decreased competition in the banking industry, the spread in interest rates and a bottoming of the RE market, Paulsen made a very smart move. Too bad the doom and gloomers are missing out.
John Paulson: Long Financials [View article]
I doubt he committed $3 billion with the thought of pulling it out in a month or two. The Fed doesn't plan on raising rates for at least a few months. With the decreased competition in the banking industry, the spread in interest rates and a bottoming of the RE market, Paulsen made a very smart move. Too bad the doom and gloomers are missing out.