Monitoring John Paulson’s Paulson & Firm Portfolio – Q2 2025 Replace


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Centered on analyzing 13F stories & constructing instruments to assist DIY buyers generate absolute returns by exploiting inefficiency, volatility, and momentum. Uneven Bets Focus. Broader commentary for DIY buyers at Substack: https://diyabsolutereturns.substack.com/ . Try my new ebook Demystifying Bitcoin – Paving the Solution to World Digital Cash: https://t.co/edXb1Hbihu

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I’m lengthy Fannie/Freddie pfds.

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