"Short financials" is easy. "Short the right financials" is hard.
The Swedish bank that’s funding Latvia’s current account deficit, and why he’s shorting it;
How hedge fund due diligence ought to be done;
Why are bank stocks so shaky when the bank loans themselves aren’t as shaky as in the past, and why he’s long WaMu preferred shares;
I’m going to use that last post whenever anyone asks me what an “options trader” does.
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