
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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