Some notes from day 1
* Housing: the worst is still to come. The pick a pay mortgage crunch will surpass subprime in 2010 and 2011
* Natural gas has been talked about by two speakers so far
* Ackman answered question (including some from yours truly) for over an hour at a press conference after his talk. Good stuff
* Mosaic (Mos) and Potash (pot) were pushed by John Burbank who has grown $ forty percent for over a decade
More later
Thank you,
Todd Sullivan
Sent from my BlackBerry® wireless device