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  • Einhorn vs. Lehman: Lehman Will Lose [View article]
    Perhaps you should clarify exactly what price target Einhorn has put on LEH and the specific $ writedowns in assets/earnings numbers he has in mind. Is 50% of bv his target or is 10% as in bsc takeout price?
    Jun 05 07:36 am |Rating: 0 0 |Link to Comment
  • It's Too Late To Short The Financial Sector [View article]
    maybe someone is covering....
    Aug 29 16:03 pm |Rating: 0 0 |Link to Comment
  • It's Too Late To Short The Financial Sector [View article]
    Well except for isolated cases (balance sheets where they find "waldo" this quarter) and where technically the stocks look unusually vulnerable, based on multi-month/year support levels at risk of high volume breaks, where is the opportunity in shorting? Clearly, you nor I nor the market, which was valuing BSC, GS 30% higher months ago, know where "waldo" is (see bill gross's sept commentary at pimco.com), though I probably have better idea what is being discounted at current valuations. I would hazard a guess that you you are short (based on a misguided technical approach). If you were short based on fundamentals (weeks/months ago), than congrats, but why not cover now???
    Aug 29 12:51 pm |Rating: 0 0 |Link to Comment
  • It's Too Late To Short The Financial Sector [View article]
    read what i wrote july 10th
    Aug 29 10:04 am |Rating: 0 0 |Link to Comment
  • It's Too Late To Short The Financial Sector [View article]
    read what i wrote July 10th
    Aug 29 10:03 am |Rating: 0 0 |Link to Comment
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