Einhorn Q3; Central Banks, Gold, GMCR and more

[indythinker85]

http://c7.valuewalk.com/wp-content/uploads/2012/10/Qlet2012-03.unlocked.pdf

[dcollon]

Thanks for posting the letter

[indythinker85]

YW. I love Einhorn, because he is someone able to see across party lines. For some reason QEIII has become a political issue, but Einhorn ferociously attacks the policy (not 1st time) and is a democrat.

[mysticdrew]

I was hoping he'd discuss Marvell and Seagate again especially since their (Marvell especially) recent large declines.  Still enjoy his letters regardless though.

[DCG]

Thanks for posting. Einhorn is a really smart guy, and does solid research.

 

[ShahKhezri]

I think he's better at shorting selling.  When a stock goes up because he doesn't talk about it as a short at a conference, that's power.

[ERICOPOLY]

YW. I love Einhorn, because he is someone able to see across party lines. For some reason QEIII has become a political issue, but Einhorn ferociously attacks the policy (not 1st time) and is a democrat.

 

What does QEIII have to do with party lines?  Bernanke served as chairman of President George W. Bush's Council of Economic Advisors before Bush then appointed him in 2006 to be Chairman of the United States Federal Reserve.

 

Love him or hate him, Bernanke is exactly the man that the Republicans put forward. 

 

Obama merely confirmed him for a second term in 2010.