Below please find Daniel Loeb's and Third Point Capital's second quarter letter. In the letter (aside from some killer quotes), he discusses the current economic situation, soem of their positions and their outlook. For the quarter they returned -1.6% which puts them up 6.8% for the YTD. The letter has an intersting discussion on Mosiac and an interesting updated on the CMBX short position.
Third Point Capital - 2011.07.22