The Banking and Strategy Initiative

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Tag Archives: John Paulson

US Economy: A post-winter Housing recovery on board, S&P helps global cues

A battered set of global Financial markets were likely pleasantly surprised by US housing data after Europe could not hang on to gains in the afternoon. That means a better … Continue reading

May 16, 2012

Paulson’s Advantage plus lost again, Banks have a lot going for them … | Fund Strategy Insight

.. but Paulson lost only 1.5% down in February February fund data firmly drives home the point of bank recovery having stalled mid month after the housing loan settlement in … Continue reading

March 6, 2012

Selecting FOUR investments for 2016 | Investing Insight

It’s Feb 29 and a good time to commit to your knowledge of the Macro. As John Paulson have discovered, making macro mistakes is easy and the debate can last. … Continue reading

February 29, 2012

John Paulson misses BankAm upswing, Wells Fargo and Citi | Fund insight

While he still owns JP Morgan and Hartford (HIG), his $157 mln position in JP Morgan Chase is not half as profitable as the near 50% revival in Bank of … Continue reading

February 18, 2012

Some good end of the year reminders

A list of the men who made Wall street from our friends Matt and Bess at Here is the city¬† It’s tough to come up with a list of true … Continue reading

December 30, 2011 · 1 Comment