dealbreaker.com - 11/11/2008
—
When you say, "lost everything," what exactly are you getting at?
Gendell's Tontine Partners Raises Money For New Hedge Fund
hf-implode.com 5/29/2009 — Jeffrey Gendell of Tontine Partners LP, who is closing two of his hedge funds after steep losses, has raised money for his new Tontine Total Return Fund, according to regulatory filings.
The Tontine Total Return fund, which Gendell said would be launched in February, has received $11 million ...
Dear Team Tosca
dealbreaker.com 10/9/2008 — We've got good news and we've got less good news. Good news: of every dollar you invested in our fund at the beginning of the year, you still have 43 cents. So, every cloud...
We're guessing you guys have already figured out the less good news ...
A new economic team
blogs.cfr.org 11/24/2008 — As Calculated Risk notes, before moving to New York I worked for Mr. Geithner at both the Treasury and the IMF. Mr. Geithner was, by the end of the 1990s, in charge of Treasury’s International Affairs division, so almost everyone who worked ...
Against team players
marginalrevolution.com 11/12/2008 — When one team wins, another loses. If the Celtics win the championship, the Lakers cannot. Sports at the team level, within the context of a single season, is more or less a zero-sum game. But ranking the quality and fame of players ...
Dear Post: 'Too Big to Fail' Gets it Wrong
businessandmedia.org 11/17/2008 — Failure is vital for unproductive companies, especially the big ones. Dear Editor: Countless flaws infect the arguments – offered in your pages today by both Jeffrey Sachs and Robert Samuelson – for a government bailout of GM, Ford, and Chrysler. Not ...
Dear US president-elect
ft.com 11/5/2008 — Congratulations. After such a momentous night, let’s hope you caught a few hours sleep. Please grab all the rest you can before moving to the White House in January. With the global economy sinking into the mire, an incoming president has not faced ...
Dear Investor
dealbreaker.com 10/5/2008 — We've got good news and bad news. Mostly bad news.
TPG Axon Investor Letter [PDF]
Tontine Investor Letter [PDF]
Cerberus Investor Letter [PDF]
Greenlight Capital Investor Letter [PDF]
Dear A.I.G., I Quit!
clubforgrowth.org 3/25/2009 — Great op-ed by an AIG employee to CEO Edward Liddy.
Book Review: Dear Mr. Buffett
alephblog.com 1/12/2009 —
This is not your ordinary Buffett book. In one sense, that is because it is not a Buffett book. When I read other early reviews on the web, I concluded that they hadn’t read the book. I read almost all of the books that I review at my ...