John Paulson, the hedge fund manager who made a killing by shorting U.S. real estate before the bubble burst a few years ago, says the European Central Bank needs to create a “firewall” to address Europe’s current problems. “Last week’s statement from European leaders should go a long way toward fiscal consolidation, a necessary step [...]
Read more
Tag Archives: John Paulson
Paulson Sees Weak Housing Market
April 13, 2011
0 Comments
John Paulson says weakness in the housing market is posing a threat to the U.S. economic recovery. “In my eyes, the major risk for the American recovery is the stagnation of the residential real-estate market,” Paulson told French newspaper Les Echos, according to Reuters. “It will be difficult to have a rebound in real-estate prices [...]
Read morePaulson Bullish on Equities, Economy
February 4, 2011
0 Comments
In its year-end letter to clients, hedge fund guru John Paulson’s firm says it’s focusing on equities of firms that have gone through restructuring, and says that we’re in “the part of the cycle where we want to have long event exposure and do not want to be under-invested.” (Paulson Funds’ emphasis; a tip of [...]
Read morePaulson: Buy a House — and then Buy Another
September 29, 2010
0 Comments
Hedge fund guru John Paulson is continuing to bet on big-time inflation hitting the U.S., and as a result is keying on equities, gold, and real estate. Forbes’ Robert Lenzner reports that Paulson, speaking at the University Club in New York, said double-digit inflation will hit by 2012, pounding the bond market and strengthening equities. [...]
Read moreBuffett, Icahn, and Paulson all Busy in Q2
August 20, 2010
1 Comment
The firms of several top investors were busy buying and selling stocks during the second quarter, and CNNMoney.com recently highlighted the moves of three of them. For starters, Warren Buffett’s Berkshire Hathaway added significantly to its position in Johnson & Johnson, CNNMoney reports. Berkshire also opened a new position in Fiserv, and upped its stakes [...]
Read moreBerkowitz, Paulson Upped Stakes in Several Financials in Q1
May 19, 2010
0 Comments
While Warren Buffett trimmed some of his financial stock holdings in the first quarter, two other top strategists — hedge fund guru John Paulson and Morningstar fund manager of the decade Bruce Berkowitz — added to several of their bank share stakes. According to MarketWatch, Paulson upped his Bank of America holdings by almost 17 [...]
Read morePaulson Sees Nice Gains Ahead for Housing Prices, Corporate Profits
May 10, 2010
1 Comment
John Paulson, the hedge fund manager who made billions by calling the U.S. housing market plunge, now sees good times ahead for U.S. home prices and corporate profits. And he says the country is in the midst of a strong V-shaped economic recovery. According to CNBC, Paulson has told investors he expects housing prices to [...]
Read morePaulson Betting on Treasury Yield Increases
December 24, 2009
0 Comments
Hedge fund guru John Paulson thinks Treasury yields are going to rise, and he and other hedge fund managers are positioning their portfolios to benefit. Paulson recently told the Financial Times that he has been buying options that would make money if Treasury rates rise. The Times reports that TPG-Axon’s Dinakar Singh has been making [...]
Read morePaulson Bets Big on Gold …
November 18, 2009
0 Comments
Hedge fund guru John Paulson is making a big move into gold, launching a new fund that focuses on shares of gold miners and other gold-related shares and gold derivatives, The Wall Street Journal reports. Paulson’s hedge fund is already a “major holder” of gold shares, including AngloGold Ashanti Ltd. and Kinross Gold, according to [...]
Read morePaulson on Financial Buying Binge
August 28, 2009
0 Comments
After profiting hugely from shorting financial stocks last year as the sector tanked, hedge fund guru John Paulson has been buying up beaten-down financials this summer. Paulson has bought a stake of about 2% in Citigroup, the New York Post reports, citing sources. “One source said that Paulson sees Citi’s shares trading closer to its [...]
Read more
