John Paulson's Take On Various Markets

Thu 12 May 2011

Posted by Prieur du Plessis under Investment, Markets, Money No Comments

John Paulson, hedge fund billionaire of Paulson & Co that capitalized on the problems in mortgage backed securities, a few days ago addressed a Global Financial Services Conference hosted by UBS. The notes below are being circulated among traders. The original source is not known, but this version comes courtesy of Business Insider "“ Clusterstock.

In short, Paulson is bullish on financials and gold, confident about the recovery, and thinks housing will be stable by 2012.

The following are a few bullets on his talk:

Source: Business Insider "“ Clusterstock, May 10, 2011.

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