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I've actually reposted this a couple times since I thought it was interesting and it never gained traction, so at this point I don't remember for sure how I ori

I've actually reposted this a couple times since I thought it was interesting and it never gained traction, so at this point I don't remember for sure how I originally came across it. A quick search shows this page has the same link and some more info: http://www.scmessinacapital.com/blog/2015/04/where-can-i-see-a-copy-of-greg-lippmanns-famous-2006-short-subprime-presentation-sent-from-deutsche-bank-to-hedge-funds http://www.scmessinacapital.com/blog/2015/04/where-can-i-see... So I suppose the context was probably that I had just watched The Big Short and was reading up on the topic some more haha.

emmelaich 6y ago
It looks like an addendum to (or part of) "Wall Street & the Financial Crisis-Anatomy of a Financial Collapse" https://www.hsgac.senate.gov/imo/media/doc/PSI%20REPORT%20-%20Wall%20Street%20&%20the%20Financial%20Crisis-Anatomy%20of%20a%20Financial%20Collapse%20(FINAL%205-10-11).pdf https://www.hsgac.senate.gov/imo/media/doc/PSI%20REPORT%20-%... Yep, there's a reference on page 289. 1119 2/2007 “Shorting Home Equity Mezzanine Tranches,” Deutsche Bank Securities Inc., and there was an earlier version, from 2005. 1314 See, e.g., 2/2007 presentation, “Shorting Home Equity Mezzanine Tranches,” prepared by Mr. Lippmann, DBSI_PSI_EMAIL01988773-845
refurb 6y ago
Thanks for posting, I been looking for one of these pitches, but never found it.