Jeff Gundlach on CNBC

Jeff Gundlach was on CNBC today where he shared some of his thoughts on the market. He also shared his potential Halloween costume choices - Jim Cramer or Burl Ives. He talks about the weakness in the ABX market and the PrimeX market, and how that is disjointed from the overall credit market.

He then goes on to describe the technical and fundamental reasons why it has sold off and where its going.

Pretty interesting considering he probably understands mortgages better than anyone else.

Eddie Lampert on Long-term Investing

Eddie Lampert, Eric Schmidt, and Larry Summers were recently featured on a panel debating the merits of long-term vs short-term investing. While its nothign earth shattering it is interesting and a very rare media appearance for Eddie Lampert.

Marc Faber on CNBC discussing Economic Policy

Marc Faber was on CNBC today discussing his thoughts on economic policy and how the Keynesian mentaility is hurting the U.S.

Enjoy.

Jeff Gundlach - Doubleline - Are Risky Assets Cheap Enough?

Jeff Gundlach gave a presentation today on risky assets and debated whether investors are being paid enough for the risks associated with high risk (read high volatility) assets. It was pretty interesting. A replay of the call can be found here:

http://www.talkpoint.com/viewer/starthere.asp?Pres=134888


Risky Assets Cheap Enough

Update - Full Interview with Bill Ackman

Yesterday I posted a brief video interview with Bill Ackman. Bloomberg finally got around to posting the full video. Warning it is 53 minutes, but its well worth listening to in the background.

Enjoy.

Bill Ackman on Bloomberg TV

Bill Ackman of Pershing Square capital was recently on Bloomberg TV discussing his view on Hewlett Packard (NYSE: HPQ). Basically he says HP looks cheap but the future of the PC industry is difficult to handicap and there announcement to potentially spin the PC division off has irreparably hurt that brand. He basically said they internally have brain damage and need to do a bunch to right the ship.

T2 Partners Q3 Letter

Below please find T2 Partners Q3 Letter. T2's fund declined 9.5% in September vs. a loss of 7% for the S&P 500 and a loss of 5.9% for the Dow. For the year T2 is down 29.6% vs. a loss of 8.7% for the S&P 500 and a loss of 3.9% for the Dow.

The letter does a nice job walkin through their losers and some of their current thinking. They compare this recent down performance tho the Oct 2008 period and think they can bounce back just like before.

They go on to do a nice job of walking through their thoughts on Berkshire Hathaway, Howard Hughes, Iridium, Grupo Prisa, Goldman Sachs, Citigroup, and MRV Communications.

Enjoy.


T2 Partners - Q3 2011 Letter