Friday, August 14, 2009

Is John Paulson Seriously Bullish on US Banks?

So, we know know that as of the end of Q2 John Paulson was the 4th largest shareholder of Bank of America. Does that mean he has turned into a bank bull? Not necessarily. Check out my analysis. I have put it in Scribd format to preserve the formatting of the charts.

(Picture of Paulson courtesy of Bloomberg.com)

Is John Paulson Seriously Bullish on US Banks