No Shorting. That’s the Rule.
A long/short hedge fund manager of my acquaintance went to short some Morgan Stanley (MS) via a B/D that clears through Wachovia: The...
Quote of the Day: James Montier
James is an unusually clear eyed analyst: “In good times, few focus on such ‘mundane’ issues as earnings quality and footnotes....
Paulson & Co Opening New Fund to Re-Capitalize Banks
There is no small amount of irony in this: "John Paulson, the money manager whose wagers against the U.S. housing market helped him...
Those Damn Short Sellers Are Just Killing It!
There were a sew of articles in the papers today about just how much money those damned shorts are making! First up, the WSJ, who looked...
In Defense Of Speculators
This morning’s Ahead of the Tape column in the WSJ discusses the absurdity of targeting short-sellers during downturns. "Some...
Fed: No Discount Window for FNM, FRE
Go figure: In the midst of a deep selloff, a bullish rumor seems to have been planted that would allow for the rescue of Fannie Mae (FNM)...
About Those Companies Brought Down by Rumors . . .
Here’s a question I’m curious about: We’ve heard from oh-so-many people how whisper campaigns have brought down so many...
Lehman Brothers $20 Price Target Complete
In the beginning of June, I noted that Lehman Brothers (LEH) was reiterating a sell signal on the Fusion IQ ranking system. So too was...