Paulson & Co

HenryTo · Posted: Thu Sep 11, 2008 12:05 am Post subject: Paulson & Co

John Paulson - who made 590% in his flagship hedge fund last year by betting against subprime securities - is now planning to switch to the long side:

http://www.ft.com/cms/s/0/a6a60cd8-7cfe-11dd-8d59-000077b07658.html?nclick_check=1

rffrydr · Posted: Fri Dec 16, 2011 7:21 am Post subject:

...Nothing fails like success. Twisted Evil

_________________
Today is the Tomorrow you worried about Yesterday!

HenryTo · Posted: Thu Dec 15, 2011 12:19 am Post subject:

John Paulson takes the final hit of the year as gold plunges to a five-month low.

http://www.bloomberg.com/news/2011-12-15/paulson-s-bright-spot-amid-slump-may-fade-as-gold-drops-to-five-month-low.html

HenryTo · Posted: Mon Oct 10, 2011 11:57 am Post subject:

Paulson's funds took another hit in September:

http://dealbook.nytimes.com/2011/10/10/another-traumatic-month-for-paulson/

rffrydr · Posted: Sat Aug 27, 2011 8:20 am Post subject:

If I could buy it, I'd buy it now. He seems to be the single Hedgie who didn't bail big for the year--and who's actually hedged!

At these prices it won't be hard for him to press the bet taking some of that gold off the table and the dividend stream next year and 2012 will be substantial on its own. The risk is Depression; but then you wanna be sitting in EWZ, getting taxed to boot?!
_________________
Today is the Tomorrow you worried about Yesterday!

HenryTo · Posted: Fri Aug 26, 2011 11:59 am Post subject:

Flagship fund down 39% YTD. Unfortunately, his gold holdings could not offset his losing bets in financials and HPQ.

http://www.bloomberg.com/news/2011-08-24/paulson-hedge-fund-said-to-lose-14-in-august.html

rffrydr · Posted: Mon Aug 16, 2010 8:33 pm Post subject:

June 30 Portfolio:

http://www.zerohedge.com/article/paulson-goes-hog-wild-q2-adds-billions-existing-positions-opens-new-positions-goldman-ggp-ac

_________________
Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Fri Jul 16, 2010 10:49 pm Post subject:

There were rumors of Paulson liquidating gold on Friday, as well as liquidating holdings of other stocks. He is said to
have large holdings in Bank of America and Citigroup along with the GLD ETF, and it’s possible that the stock
market’s selloff was exacerbated because it smelled blood in the water.
_________________
Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Fri Apr 16, 2010 12:09 pm Post subject:

Alphaville...funny:

http://ftalphaville.ft.com/blog/2010/04/16/205071/formerly-the-greatest-trade-ever/
_________________
Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Fri Aug 14, 2009 7:31 am Post subject:

Bank stocks still unloved:

http://www.bloomberg.com/apps/news?pid=20601110&sid=aeSoT8tu5e_c
_________________
Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Thu Aug 13, 2009 1:25 pm Post subject:

The hue and cry is he's just flipping the offering. Neglect to notice the Region's purchase--as the Madman says, you can't flip that.
_________________
Today is the Tomorrow you worried about Yesterday!

HenryTo · Posted: Wed Aug 12, 2009 5:08 pm Post subject:

John Paulson's latest purchases. I actually found out about his Bank of America purchases a few weeks ago. One of the guys at the UCLA Endowment had dinner with him and they chatted about his recent purchases, including Bank of America and his interest in gold:

http://www.bloomberg.com/apps/news?pid=20601087&sid=ai65QHjgGmc4

HenryTo · Posted: Tue Nov 18, 2008 12:15 am Post subject:

John Paulson now wading back into the long side in the form of mortgage securities:

http://www.ft.com/cms/s/0/5d1abf10-b4fc-11dd-b780-0000779fd18c.html