David Einhorn: Value Investing Congress
http://blogs.reuters.com/rolfe-winkler/files/2009/10/einhorn-vic-2009-speech.pdf
Their main role, again, appears to be to tell everyone that things are fine, until a real
crisis emerges at which point they will pile-on credit downgrades at the least opportune
moment, making a difficult situation even more difficult for the authorities to manage
