Billy Joel'd Dear Investor Letters

The latest monthly missive from Pimco’s Bill Gross, Well We’re Living Here in Allentown, has earned the fund manager quite a bit of attention this week.

I have long maintained that the song titles of the Billy Joel catalog were an underutilized source of ‘Dear Investor’ letter motifs.  I have some suggestions for other strategists and portfolio manager types who are looking for a boost in the title department, Billy Joel Style:

Stephen Schwartzman – Big Shot

Bill Ackman – The Ballad of Billy the Kid

Phil Falcone – I Go To Extremes

David Einhorn – Everybody Loves You Now

Meredith Whitney – Uptown Girl

Jimmy Rogers – The Great Wall of China

Ping Jiang – She’s Always a Woman

Warren Buffett – The Entertainer

Leon Cooperman – New York State of Mind

Thomas Hudson – Only The Good Die Young

John Paulson – Pressure

Paolo Pellegrini – Scenes From an Italian Restaurant

Jim Simons – The Stranger

Dan Loeb – Angry Young Man

Bill Miller – Goodnight Saigon

George Soros – For the Longest Time

Stanley Druckenmiller – Movin’ Out

Thomas Hudson – Only the Good Die Young

Carl Icahn – You May Be Right (but you aren’t, obviously I am)

David Tepper – Easy Money

Steve Cohen – An Innocent Man

That’s a good start, let me know if I’ve missed any…

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