Wat denkt 's werelds meest gehate hedgefundbaas?
John Paulson spreekt.
He says the biggest macro risks out there are:
- Greece
- ECB voluntary debt rollover
- German Plan bond exchange (technical default)
He's got some short positions "in banks exposed to these issues, also trading CDS. [He] was in this trade in early 2010 before it was in the headlines."
His positions:
- he's short Euro bank stocks, and has made some money there, except in US Bank and Lloyds, where he's lost money on the long side.
- he thinks stocks are cheap
- housing won't recover for another 18-24 months
- He believes Anglogold is going to bounce back big time, but he's losing money in gold mining stocks for now.
Paulson gaat dus short op een eurobanken. Geen gek idee en het zegt veel over hoe goed het gaat met onze banken dat hij er geld mee heeft verdiend.
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