BargainValueHunter Posted October 31, 2012 Posted October 31, 2012 http://www.businessinsider.com/david-einhorn-short-iron-ore-2012-10 Never really know what to think of this guy... ???
A_Hamilton Posted October 31, 2012 Posted October 31, 2012 http://www.businessinsider.com/david-einhorn-short-iron-ore-2012-10 Never really know what to think of this guy... ??? I think he is the real deal, in spades. Separately, Fairfax has been shorting FCX and RIO in decent dollar amounts in recent quarters. Additionally, they now are substantially short the Canadian dollar with their large canadian dollar debt and preferreds outstanding relative to their capital base there.
txlaw Posted October 31, 2012 Posted October 31, 2012 Tons of people have been shorting iron ore, haven't they? I remember reading a while back on the board that some members were shorting FMG, for example.
PlanMaestro Posted October 31, 2012 Posted October 31, 2012 Cost Curve ex-China http://farm9.staticflickr.com/8329/8142013827_02ef3cf3fc.jpg
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