Contrarian Corpus
Greenlight Capital vs. US/Japan Sovereign Debt & Fiat Currencies (Macro)

US/Japan Sovereign Debt & Fiat Currencies (Macro)

1 deck published between 2009-10-19 and 2009-10-19 — 10 pages, 10 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2009-10-19 initial thesis

    2009 10 Greenlight Value Investing Congress Speech Transcript Oct 2009

    10pp · speech

    Bernanke and Geithner's short-termism has institutionalized too-big-to-fail and will debase fiat currencies — hedge with gold and long-dated options on higher US and Japanese rates.