From: "Thomas Jr., Landon" <1
To: "Jeffrey E." <jeevacation®gmail.com>
Subject: Re:
Date: Fri, 12 Dec 2014 14:33:45 +0000
Who said I was long Greek assets? I know some people who are though....
http://dealbook.nytimes.com/2m4/12/n/yield-hungry-investors-stung-in-greece/?
module=BlogPost-
Title&version=Blog%2oMain&contentCollection=Asset%2oManagement&action=Click&pgtype=Blogs
®ion=Body& r=o
Not everyone is as sophisticated investor as you are: buy Apple and take a nap, But shouldn't you be
concerned that you are also sitting on perhaps the most crowded trade in financial markets today?
Every dumb hedgie owns this thing....
Don't forget about my Turkey pitch -- I know BG is into education and here is an education issue that
matters right now and in a pretty important part of the world.
PS: I think I actually own a bit of Apple. The sleepy, blue blooded firm that manages a small pool of
assets for my father (and me) added an Apple position last quarter. Better late than never!!!
Lets catch up soon....
On Fri, Dec 12, 2014 at 7:16 AM, jeffrey E. <jeevacation@gmail.com> wrote:
It appears that the returns on Apple were at least somewhat better than the return on greek stocks.?))): how
are you
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Financial Reporter
New York Times
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