David Einhorn of Greenlight Capital released his letter to investors and Benzinga has a MCO.
Greenlight noted the shift in policy from the Federal Reserve, which announced its most recent round of quantitative easing just last week, to the tune of $600 billion.
It also highlighted the short position the hedge fund has in St. Joe's JOE, which Einhorn spoke about at the Value Investing Congress in October.
Its largest positions at the end of the quarter were Arkema ARKAY, Pfizer PFE, gold, Esnco ESV, and Vodafone VOD.
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