David Einhorn Economic Analysis

-
Check out the link to this speech on the economy from May 27, 2009. I think this is still relevant. Shorting Moody's back the end of May would have been a good call. Is it still?

http://www.docstoc.com/docs/11124944/David-Einhorns-Ira-Sohn-Presentation

Comments

Sojka's Call said…
In response to Howard, I agree with your assessment there is not much economically to be optimistic about right now. All the money spent so far is just going to drag the pain out longer.
Oct 4, 2009, 9:56:00 AM
Post a Comment

Popular posts from this blog

Best of this, Best of that, Does anyone give a shit? (Best of 2017) (Worst of the Year?)

-
Image
SojkasCall Best Stuff of 2017 This is the 2017 roundup of best in entertainment, food, travel and whatever I did this year.  this is probably best consumed when stoned or in a weird mood.  If you just watched Jeopardy or the nightly news, then it will not make sense.  So, if you find yourself saying WTF, just tilt your head 5 degrees to the right and it will all make sense.  I promise! I might throw in a worst of this or that somewhere too - some people like that as well and I certainly have a cynical side that should be kept in check.   Let's start with music videos.  Personally, I found this one of the most disappointing years for music vids in recent memory.  The predominance of interactive make-your-own was not my thing.  I like to be entertained with ideas, music, and visuals that are on the edge and not seen before.  So, the list below was put together after much curation and thought and watching lots of stupid ones. ...
Click here to read more »

Religion, Science and Spirit

-
Could it be that the problems we face have nothing to do with Obama and that he is only the current example of what we see as something wrong? Since whoever is President is the leader and example of our society in the US, I posit that when the system is malfunctioning then the public leader of the system will look like he/she is malfunctioning. It does not matter if it is W, Obama, Newt, Hillary, or whoever. We need to change our view of what is real. That means looking a lot deeper than most of us are willing to look. It is so much easier to blame everything on a scapegoat. Just host another one up on the cross. That will fix everything. Then we can remain arrogant and self-righteous and feel good we did something (just remember to wash your hands). So, vote for whoever is not in power and things will all be better. Right - and I have some "land" in Florida for sale........... This article by David Korten called Religion, Science, and Spirit: A Sacred Story for Our Time is...
Click here to read more »