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