The Big Picture » http://www.cnbc.com/id/24984941 http://www.ritholtz.com/blog Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 13:30:35 +0000 en hourly 1 http://wordpress.org/?v=3.0.5 Gasparino vs Einhorn, Kohn & Ritholtz http://www.ritholtz.com/blog/2008/06/gasparino-vs-einhorn-kohn-ritholtz/ http://www.ritholtz.com/blog/2008/06/gasparino-vs-einhorn-kohn-ritholtz/#comments Thu, 05 Jun 2008 17:52:51 +0000 Barry Ritholtz http://thebigpicture.dev.wilder.ca/blog/2008/06/gasparino-vs-einhorn-kohn-ritholtz/
We have a rugby scrum!

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
click for video
Lehman_fearfacts



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


click for video
Einhorn_leh


Parts I, Parts II, Parts III

Fed’s Kohn on
Banks
click for video
Kohn_vid

Fed Vice
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

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