Barton Biggs Says . . .

PohPoh · Nov 26, 2008

Quote from S2007S:

1st off I want to say you beat me to it, I like posting articles such as this one and think that its actually a pretty worthless article due to the fact he talked about a "melt up" at the end of 2007 and instead had nothing but a "melt down" since. HE WAS WRONG LAST YEAR AND WILL BE WRONG AGAIN...
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Then again, he is bullish BUT NOT IN...
so maybe it is bullish...
but prolly not...

zdreg · Nov 26, 2008

Quote from makloda:

Barton made some great calls in the past but he was completely overwhelmed in this one. Had it wrong since fall 2007.

I think his fund though did nowhere as horrendous as his calls were indicating
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why don't you substantiate his record instead of guessing.

makloda · Nov 26, 2008

Quote from zdreg:

why don't you substantiate his record instead of guessing.
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Who's guessing? His fund was down ~22% for 2008 through September. Not as bad as his horrendous calls ('melt up') could have indicated.

http://www.elitetrader.com/vb/attachment.php?s=&postid=2129475

Now is Now · Nov 27, 2008

Quote from makloda:

Who's guessing? His fund was down ~22% for 2008 through September. Not as bad as his horrendous calls ('melt up') could have indicated.

http://www.elitetrader.com/vb/attachment.php?s=&postid=2129475
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So much for hedging ......imagine what he could do with exposures:eek:

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Barton Biggs Says . . .

PohPoh

zdreg

makloda

Now is Now