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Passport Global Performance Attribution 5.31.09 [PDF]

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Comments (17)

  1. Posted by guest | June 2, 2009 at 10:55 AM

    not bad…if you’re into that sort of thing.

  2. Posted by Anal_yst | June 2, 2009 at 11:02 AM

    This the guy who had the Trader Monthly cover, right?
    Kinda like the madden curse or something eh?

  3. Posted by guest | June 2, 2009 at 11:03 AM

    anyone checked with jim simmons lately? this rally can hardly last longer….

  4. Posted by guest | June 2, 2009 at 11:03 AM
  5. Posted by guest | June 2, 2009 at 11:04 AM

    @3- yeah, I saw him leaving the building early for a pack of Camels.

  6. Posted by guest | June 2, 2009 at 11:25 AM

    ZZZZ…HEY!!…Dude’s super enigmatic and I dismissed nodding on the crazytrain because its a JOKE!!! WHAT??? HEY!!!! You talkin’ to me like an off the rails child?? I’ll nod my head OK?? YOW!! The band aid is coming off the car people…. HUH???

  7. Posted by guest | June 2, 2009 at 11:31 AM

    @6- Hi. It seems like you meant to leave the hilarious Macke joke/reference you came up with on a Macke (or GM) post. This is neither of those things.

  8. Posted by Riskybusiness | June 2, 2009 at 11:33 AM

    I like how there is a typo in the report. What is the MSIC World index?

  9. Posted by guest | June 2, 2009 at 11:40 AM

    @7…serious readers of DB comments recognize that the comments often drift along like stream of consciousness that shifts from the educational to the inane to the hilarious to the dumb. I’m pleased to report that your comment was the latter.

  10. Posted by guest | June 2, 2009 at 11:44 AM

    @9- When you’re right, you’re right.
    -7

  11. Posted by guest | June 2, 2009 at 11:48 AM
  12. Posted by guest | June 2, 2009 at 1:25 PM

    Bess, can you get the interesting letters once again – Hayman, GSO, etc.?

  13. Posted by guest | June 2, 2009 at 1:26 PM

    Passport subject to a high water mark? If so, how much more do they have to clawback before they get there?

  14. Posted by guest | June 2, 2009 at 1:35 PM

    @12- um, Hayman is in no way an interesting letter.

  15. Posted by guest | June 2, 2009 at 1:38 PM

    @12- did you not consider the rentech letter interesting? also 1. it’s june 2, and the letters (the bloviating ones) generally out around the tenth and 2. most guys only write quarterly, and not monthly letters to investors.

  16. Posted by guest | June 2, 2009 at 2:28 PM

    @14 – Please explain.

  17. Posted by guest | June 2, 2009 at 4:00 PM

    Still long; didn’t read.

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