Credit Writedowns » Whitney Tilson

Whitney Tilson: "A pullback of some sort is likely"

Edward Harrison — Wed, 11 Nov 2009 00:22:40 +0000

Tilson is saying what I have been saying, namely that March saw an increased number of attractive buys, but most of these are now fully priced. As a result, he is selling equities – even building up his net short positions. Unlike bear turned bull Richard Bernstein, Tilson says that after a huge 60%+ run

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Edward Harrison — Tue, 04 Aug 2009 01:00:00 +0000

Unconscionable Math – Taunter Media The math of denying health insurance retroactively The scope — and dangers — of GE’s control of NBC and MSNBC – Glenn Greenwald – Salon.com This is what happens when corporations control media Turning on a Paradigm – Brad Setser: Follow the Money The role ideology in economics and animal

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A finance view of the political nature of the coming GM bankruptcy

Edward Harrison — Thu, 28 May 2009 13:09:55 +0000

I was on the BBC yesterday talking autos and my commentary was almost entirely political. So, as we await the likely General Motors bankruptcy, I think it bears discussing how political this process has been and will continue to be. General Motors is a monster company employing a quarter million people worldwide. It sells $150

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Links: 2009-05-27

Edward Harrison — Wed, 27 May 2009 06:34:17 +0000

Obama’s Pick, From The Start – Marc Armbinder “The process ended where the President started. In November, a few days after he was elected President, Barack Obama convened some of his most trusted advisers in a private meeting for an even more closely-held topic. He wanted to talk about the Supreme Court. Obama arrived, armed

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Whitney Tilson of T2 Partners, a new media darling, strikes a bullish tone

Edward Harrison — Tue, 26 May 2009 22:16:29 +0000

Actually, I lied. He really is not that bullish at all. But he does sound relatively upbeat by comparison to 5 months ago. I have seen Whitney Tilson of T2 Partners a lot in the media of late. The two most recent appearances are with Tech Ticker where he talked about house prices and with

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