Tough Crowd: Notes from the John Paulson Call

Using my advanced ninja skills I got myself onto the Bank of America Wealth Management-hosted conference call starring John Paulson of Paulson & Co this evening. The notoriously press- and attention-shy Paulson agreed to be on the call a week after Citigroup pulled $410 million from the hedge fund manager and so at least some…

State Street vs Buffett

I think Buffett was simply trying to explain the difference between productive assets like oil reserves and farmland versus an asset like gold

The Greatest Fade Ever

If this is liquidation stuff is true – that the once-$37 billion magic-touch hedge fund titan is truly in trouble because of market activity…