Barron's Interview with Sy Jacobs
Fascinating interview with Sy Jacobs.
Since several different trading desks have emailed me this, I am reposting it here: Download interview_with_sy_jacobs.pdf
Go get a Barron's subscription ya cheap bastards!
Where the Financial Crisis Is Headed Next
Interview With Sy Jacobs, Founder, JAM Asset Management
LAWRENCE C. STRAUSS
Barron's May 26, 2008
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Apparently, not all 'financials' are created equal. His opinion of some specialty players was fascinating while his Wells Fargo take on their HELOC exposure was eye-opening. Wonder how he feels about Wachovia, Merrill and C? Good interview. Read between the lines. He's not purely bearish.
Posted by: Tom C | May 25, 2008 7:48:28 PM
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