Barron's Interview with Sy Jacobs

Sunday, May 25, 2008 | 06:30 PM

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
Barron's May 26, 2008

Sunday, May 25, 2008 | 06:30 PM | Permalink | Comments (6) | TrackBack (0) add to | digg digg this! | technorati add to technorati | email email this post



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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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