Parsad Posted December 31, 2009 Share Posted December 31, 2009 Apparently, Goldman Sachs call to buy BRIC economies was the call of the decade, but I would put either Prem's or Paulsen's call on the mortgage industry the call of the decade. Cheers! http://www.bloomberg.com/apps/news?pid=20601109&sid=adQVT5VaMAiE&pos=15 Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted December 31, 2009 Share Posted December 31, 2009 What about, "The Call of 2010"? I propose shorting AT&T as I envision their IPHONE business back firing on them-mass exodus including loss of contract after subsidizing it at losses beforehand-in addition to the wireless space being denigrated to their legacy copper landlines from the standpoint of voice heading to zero in favor of data including video and the corresponding capex for facilitating end user experiences in the wake of daunting competition. Fools usually disagree with me, but that's what makes a horse race! imo http://www.fool.com/investing/general/2009/12/31/prospecting-for-stocks-t.aspx Link to comment Share on other sites More sharing options...
dual_bid Posted January 1, 2010 Share Posted January 1, 2010 Apparently, Goldman Sachs call to buy BRIC economies was the call of the decade, but I would put either Prem's or Paulsen's call on the mortgage industry the call of the decade. Cheers! http://www.bloomberg.com/apps/news?pid=20601109&sid=adQVT5VaMAiE&pos=15 According to the NYT, GS could also be given the gold medal for its Mortgage Call: http://www.nytimes.com/2009/12/24/business/24trading.html?_r=1 BTW, anyone know of any GS-FFH relations? (simliar to GS-Paulson mentioned therein) Link to comment Share on other sites More sharing options...
twacowfca Posted January 1, 2010 Share Posted January 1, 2010 Apparently, Goldman Sachs call to buy BRIC economies was the call of the decade, but I would put either Prem's or Paulsen's call on the mortgage industry the call of the decade. Cheers! http://www.bloomberg.com/apps/news?pid=20601109&sid=adQVT5VaMAiE&pos=15 According to the NYT, GS could also be given the gold medal for its Mortgage Call: http://www.nytimes.com/2009/12/24/business/24trading.html?_r=1 BTW, anyone know of any GS-FFH relations? (simliar to GS-Paulson mentioned therein) Actually, GS was far from omniscient, but they deserve a gold medal for allowing diversity in their organization. While one arm was guaranteeing toxic mortgages and covering these with CDS issued by AIG that could have proved worthless without friends in high places, another arm started buying CDS from a variety of guarantors on cos most exposed to the looming mortgage crunch. Link to comment Share on other sites More sharing options...
Parsad Posted January 1, 2010 Author Share Posted January 1, 2010 I would say that the other call up there for "call of the decade", should be Buffett & Munger's warnings on derivatives as early as 2002. Cheers! Link to comment Share on other sites More sharing options...
philassor Posted January 1, 2010 Share Posted January 1, 2010 I would say that the other call up there for "call of the decade", should be Buffett & Munger's warnings on derivatives as early as 2002. Cheers! I agree fully, the "call of the decade" was definitely Buffett and Mungers's repetiive warnings about the derivatives as weapons of financial mass destruction in the early part of of the decade. And boy, fincancial destruction it was! (Now we know why they kept their cash patiently and deployed it with vigor only recently.) Link to comment Share on other sites More sharing options...
goldfinger Posted January 1, 2010 Share Posted January 1, 2010 And it was a very useful call for anyone willing to listen. Thanks Warren and Charlie! Link to comment Share on other sites More sharing options...
ubuy2wron Posted January 2, 2010 Share Posted January 2, 2010 Apparently, Goldman Sachs call to buy BRIC economies was the call of the decade, but I would put either Prem's or Paulsen's call on the mortgage industry the call of the decade. Cheers! http://www.bloomberg.com/apps/news?pid=20601109&sid=adQVT5VaMAiE&pos=15 According to the NYT, GS could also be given the gold medal for its Mortgage Call: http://www.nytimes.com/2009/12/24/business/24trading.html?_r=1 BTW, anyone know of any GS-FFH relations? (simliar to GS-Paulson mentioned therein) Link to comment Share on other sites More sharing options...
oec2000 Posted January 5, 2010 Share Posted January 5, 2010 Many do not like his style (must be because of his bow tie :)) but Jim Rogers' commodities call should rank right up there too and it may not be over yet. His bullish China call and the short FNM/FRE/US financials call were not too bad either. Link to comment Share on other sites More sharing options...
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