Dear Mr. Buffett_ What an Investor Learns 1,269 Miles From Wall Street - Janet M. Tavakoli [146]
stock market pundits, perspective
value assumptions
Graham, Benjamin (continued)
value/growth stocks, distinction (absence)
Graham, Katherine
Grant, Audrey
Grant, Geoff
loss
Grantham, Jeremy (newsletter)
Greenspan, Alan
focus
Griffin, Kenneth C.
Gross,William
Fed largesse, limit
Gross exposure
Gross national debt level,Washington credit
Growth/value managers, Buffett opinion
Gutfreund, John (Buffett/Munger rescue)
H
Hagopian, Kip
Halliburton, overcharges
Hamilton, Iain
Hasselhoff, David
Hawala. See also Collateralized debt obligation
Heckinger, Richard
Hedge fund managers
after-the-fact anecdote
fast money, search
financial journalists, relationship
investment
origination
pitch rejection
S&P500 performance, contrast
value creation
Hedge funds
alpha, making
asset class creation
averages, outperformance
Buffett challenge
business size
collateral, usage
employees, payment
index
investing capabilities
investment bank bailout, impact
investment strategy
leverage/luck, bet
location
misrepresentations (Buffett/Munger)
number, increase
offshore location
outcomes, uncertainty
overleveraging
proprietary model
strategies, overcrowding (impact)
structured products, usage
wisdom
Hedges, total return swaps (usage)
Hedgie heroes
Hennessee, Lee
Highly rated products, Graham advocacy
Hilder, David
Historical data, statistical analyses (performing)
Hockenberry, John
Hoffman, Dustin
Hold-to-maturity portfolios
Home equity loans,Wells Fargo portfolio
Homeowner equity (refinance encouragement), no-cost loans (usage)
Hudson,Tom
Hudson United, mortgage-backed CDO sale (attempt)
Hufschmid, Hans
Hughes, Howard
I
Immelt, Jeffrey (Sarbanes-Oxley complaints)
Implode-o-Meter, usage
Independent National Mortgage (IndyMac), Countrywide setup
Indirect mortgage lenders
Infiniti Capital, fund of funds
Influence (Cialdini)
Innumeracy (Paulos)
Insurance companies, options (relationship)
Intelligent Investor,The (Graham)
Interest-only (IO) mortgage loans
Interest rates, low level (Federal Reserve impact)
International Monetary Fund (IMF), losses (estimate)
International Swaps and Derivatives Association (ISDA), credit default swap documents (modification)
Investment
banking products, opacity
probability
Investment banks
assets, market prices display (avoidance)
losses
prime brokers, hedge fund impact
structured product prices, challenge
trades
underwriters, due diligence (responsibility)
unsold CDOs
write-downs
Investors
capital, manager self-interest (impact)
safety, protection
Iran
Mohammed descendants
tensions
Iraq Study Group Report,The
Iraq War, dollar cost
Irrational hype
Israel
Lebanon, war
tensions
Israel III, Samuel (guilty charge)
J
Jain, Ajit
Jefferson,Thomas
James, LeBron
Jenkins, Jr., Holman W.
Jesus
Jones, A.W.
Jones, Paul Tudor (success)
JPMorgan Chase
Junk debt rating, rating agency problems
Junk economics
JWM Partners LLC, initiation
K
Kahneman, Daniel
Kaplanis, Costas/Evi
Kennedy,Ted (Edward Moore)
Kernen, Joe
Keynes, John Maynard
Khameini, Ali
Knight, Michael
Khomeini, Ruhollah
Khodorkovsky, Mikhail (imprisonment)
Koch, Ed
Kotok, David
Kozlowski, Dennis L./Karen
Kravis, Henry
Kresa, Ken
Krowne, Aaron
Kurdistan Workers Party (PKK), insurgency
L
Ladreit de Lacharriere, Marc
Lacker, Jeffrey M.
Lane, Jeffrey
Laffer, Arthur
Lampert, Edward
Lawrence.H.
Lee, Jr., James
Lehman Brothers Holding Inc.
accounting, Einhorn questions
assistance, Fed refusal
failure, Fed relationship
financial report, examination
losses, announcement
money movement
Leverage
averages, problems
usage
Leveraged bets, popularity
Leveraged Investment Group (LIG), conflicts of interest
Levitt, Arthur (Consumer Deception Award)
Levy, Harlan
Lewis, Ken
Lewis, Michael
Liar’s Poker (Lewis)
training class
Lie, Eric
Lipper Convertibles Investment Partnership, lawsuit
Loans
early post-signing defaults
payments, servicer collection/ recordation
problems, gravity
Lockhart, James B.
problems
Long position,