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with the S&P only +0.01% I need AIG Quant’s help to calculate how much alpha this is. My calculator can’t handle the digits.

$Texas

Looks like their returns are right on target.

Did ya check out the CDS portfolio? I wonder how quickly they can unwind when this begin to go south? Just putting it out there.

-AIG- Hitman

Looks like Bill’s compensation scheme is doing well this year.

Better than most…. BETTER THAN MOST!!!!!

http://www.youtube.com/watch?v=qrvP02Oit04

Today I will only write the punchlines of my favorite jokes.

Here’s one: “Well, for a Catholic priest with a small parish I think that is pretty darn good!”

Today I will only write the punchlines of my favorite jokes.

Here’s one: “Well, for a Catholic priest with a small parish I think that is pretty darn good!”

“The Punchliner 0 minutos atrás….”

So DB has Disqus doing Spanish simulcasts?

Nothing like a cool $200 mil for a month’s work

So what’s up with the Dealbreaker/Bess Levin watermark, personalized return memo from PS?

what do you mean, ‘what up with’ it?

I can guarantee you 12% a year just like clockwork.

What, too soon?

will = zerohedge = sad can’t just take bess’s work as easily now without citing

Let me try and make it a little easier: why is there a watermark on the Pershing Square return letter that reads Dealbreaker/Bess Levin, does this mean Pershing Square have DB on their mailing list?

Does anyone know where to read for good fund picks? I am quite new to the investment game… any help is appreciated

Well considering he was only up 13% before November (if my aig math is correct), I don’t think think he’ll beating the S&P on risk adjusted basis this year.

Clone vs Fund – Pershing’s Top 10 Holdings clone which invests quarterly in his largest 10 positions at the time they are disclosed is up 32% on the year (gross) http://screencast.com/t/TLpOVxB2db

er, maybe a little bit.

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hmm that is certainly truly interesting. I wonder why it’s that much. Maybe they know something we will not about the future of IDNs’ ???

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