Gasparino vs Einhorn, Kohn & Ritholtz
ProBanks, ProLehman: Dick Fuld (Lehman CEO), Charlie Gasparino (CNBC), Doug Kass (Seabreeze Partners), Thomas Brown (Bankstocks.com)
Anti-Banks Anti-Lehman: Donald Kohn (FOMC), John Roque (Natixis), David Einhorn (Greenlight Capital), Jim Rogers, Yves Smith (Naked Capital), and little ole me.
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Fear vs. Facts on
Lehman
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Note: We have a sell rating on LEHMAN, with a $20 target — Charlie Gasparino misspoke — we have no present short position with Lehman, nor do we think Lehman is a zero, like Bear Stearns.
Einhorn on Lehman
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Parts I, Parts II, Parts III
Fed’s Kohn on
Banks
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Chairman Donald Kohn says he expect “continued weak earnings and write-downs from
banks in
coming quarters, reports CNBC’s Steve Liesman.
Disclosure: no position in any stock mentioned.
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Previously:
Dirty Tricks at Lehman? (June 2008)
http://bigpicture.typepad.com/comments/2008/06/dirty-tricks-at.html
Financial Sector: Beware LEH, CIT (June 2008) http://bigpicture.typepad.com/comments/2008/06/financial-secto.html
More Financial Turmoil (June 2008)
http://bigpicture.typepad.com/comments/2008/06/more-financial.html
