<Weston's piece is back on the CRZ board, with some editing and some "editor's notes". The following has also been added:
"Disclosure: Author is long CRZ puts, short TMA stock, short RWT stock, long RWT puts; no position in other companies mentioned. [Editor's note: disclosure of author's RWT positions added 7/7/08]"
There was NO such disclosure following his RWT piece.>
Please see my post on the RSO board (linked below) regarding why the original CRZ piece was pulled and a rebuttal piece that was just posted. Given the compelling value proposition and strong execution history of RWT, I would suggest someone with intimate knowledge of the RWT to post a rebuttal piece on Seeking Alpha: