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Tag Archives: David Einhorn
Hugh Hendry and David Einhorn at the Buttonwood Gathering
Spend some time over the weekend listening to Hugh Hendry and David Einhorn, who were participating in the Economist’s Buttonwood Gathering this week. Nice to hear from some non-cheerleaders. Smart and provocative. Hendry is very bearish on the creditor nations … Continue reading
Posted in Monetary Policy, Whales
Tagged Buttonwood Gathering, China, David Einhorn, Federal Reserve, Hugh Hendry, Japan
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Quote of the Day: Rotten to the Core?
May brought the end of the “Merkozy” approach to the Euro crisis as the French voted out the austerity-loving Conservative and voted in Socialist President François Hollande. Under the new regime, France is now cozying up to its new anti-austerity, … Continue reading
Apple Ups iPhone Orders; SAC & Greenlight Buy More Shares
Digitimes reports, Apple has upward adjusted the total order volume for iPhones, consisting of iPhone 3GS, iPhone 4, iPhone 4 CDMA and iPhone 5, for the second half of 2011 by 12-13%, from 50 million units originally estimated at the … Continue reading
Posted in Apple
Tagged Apple, David Einhorn, Greenlight Capital, iPhone, SAC, Steve Cohen
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Quote of the Day: Brussels, We Have a Problem
According to current banking regulations, sovereign credits are considered “risk-free.” This means that banks can take on as much sovereign credit risk as they like without setting aside any capital. Under such a structure, selling short CDS protection is akin … Continue reading
Posted in PIIGS, Policy, Quote of the Day, Sovereign Debt, Sovereign Risk
Tagged David Einhorn, Europe's Banks, European Debt Crisis
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Einhorn: “Global Economy in a Period Between Two Crises”
A must view Charlie Rose interview with David Einhorn, President of Greenlight Capital. He is a very smart guy with an excellent track record. He speaks of the absurd way we calculate official inflation in the U.S. using the Apple … Continue reading
Posted in Black Swan Watch, Budget Deficit, Economics, Sovereign Risk, Video, Whales
Tagged Charlie Rose, David Einhorn
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