tag:blogger.com,1999:blog-6073056605276687974.post2190931892709732127..comments2023-10-17T04:02:13.414-04:00Comments on Blog: Jefferies (JEF) - Did the CEO Disclose... Anything? Isn't This What's Wrong With Wall St?Livevol Inc.http://www.blogger.com/profile/11212744265528090604noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6073056605276687974.post-76102915173522107752011-11-04T15:49:04.457-04:002011-11-04T15:49:04.457-04:00I just said that I hope the real information is di...I just said that I hope the real information is digested in the way the market assumes it will be. No glossing -- it hasn't been disclosed yet.Ophirnoreply@blogger.comtag:blogger.com,1999:blog-6073056605276687974.post-62327951998658550932011-11-04T15:46:24.483-04:002011-11-04T15:46:24.483-04:00What they said is that they are going to release c...What they said is that they are going to release cusip level holdings in the securities. It seems like you chose to gloss over that fact in writing this post.ejhttps://www.blogger.com/profile/15774013916301460695noreply@blogger.comtag:blogger.com,1999:blog-6073056605276687974.post-40866248446009110832011-11-04T15:38:57.200-04:002011-11-04T15:38:57.200-04:00I believe they did say they would provide more det...I believe they did say they would provide more detail. Hopefully the market digests the real info in the sme light as they did the fluff. We don't need another bankruptcy.Ophirnoreply@blogger.comtag:blogger.com,1999:blog-6073056605276687974.post-30081005041387155362011-11-04T15:36:37.775-04:002011-11-04T15:36:37.775-04:00Didn't they say they are going to release cusp...Didn't they say they are going to release cusp level details after the market close?ejhttps://www.blogger.com/profile/15774013916301460695noreply@blogger.comtag:blogger.com,1999:blog-6073056605276687974.post-80697246833054890792011-11-04T15:31:28.899-04:002011-11-04T15:31:28.899-04:00Fair enough, but to have multi-billion dollar bets...Fair enough, but to have multi-billion dollar bets long and short in Italy, which is likely the next massive issue in the EU, and to simply "disclose" the amounts of the positions is hardly "dispel[ling] rumors, misinformation and misplaced concerns." No?Ophirnoreply@blogger.comtag:blogger.com,1999:blog-6073056605276687974.post-68178294994594148752011-11-04T15:24:56.631-04:002011-11-04T15:24:56.631-04:00Just to be fair, there are any number of reasons a...Just to be fair, there are any number of reasons a company might not disclose the details, not the least of which could be facing further claims in litigation predicated on having "misled" the market with less than complete disclosure. Blame it on regulations, and the lawyers, but absent spilling the entire alphabet, there will always be someone who claims (either this time or next time) that you should have (not have) told the world we were (counterparties/guarantors/trustees/adminstrators/etc etc). Not saying disclosure is bad, just saying that the law is currently making it very hard to avoid being "a little bit pregnant".Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6073056605276687974.post-80598671008570339772011-11-04T15:15:25.868-04:002011-11-04T15:15:25.868-04:00I did, it was the Dec 11/6 1x2 12,500x.I did, it was the Dec 11/6 1x2 12,500x.Ophirnoreply@blogger.comtag:blogger.com,1999:blog-6073056605276687974.post-833072284255502222011-11-04T15:13:09.461-04:002011-11-04T15:13:09.461-04:00did you happen to see that big put spread traded r...did you happen to see that big put spread traded right after positions were released?Unknownhttps://www.blogger.com/profile/12184382783984624569noreply@blogger.com