This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Friday, November 30, 2012
Muddy Waters OLAM Research
Muddy Waters came out with their research on OLAM. They originally spoke about it at the Ira Sohn London Conference and now have unveiled the entirety of their thoughts. In an interesting twist, today they offered to pay for OLAM to have its U.S. publicly traded debt rated by S&P. I am interested to see how this plays out.
While the following is long its a good example of the exhaustive type research that is needed to differentiate yourself in this environment.
Enjoy.
MW_OLAM_11272012
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