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Book Review: “Confidence Game” (UPDATE)

**** UPDATE: For those interested in the book, Ackman will be on CNBC tomorrow morning guest hosting from 7am-9am talking about it and I am assuming GGP (since he is no longer on the board, he is free to talk)****

Could not put this book down. This a riveting account of a tenacious investor, incompetent/apathetic regulators & analysts and a company that hid information, deceived investors and used every connection it had in its attempts to silence him. At points this reads like a John Grisham novel…..except it actually happened.

For me, this is the best of the “melt down” books to date…hands down

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Book Review: "Confidence Game" (UPDATE)

**** UPDATE: For those interested in the book, Ackman will be on CNBC tomorrow morning guest hosting from 7am-9am talking about it and I am assuming GGP (since he is no longer on the board, he is free to talk)****

Could not put this book down. This a riveting account of a tenacious investor, incompetent/apathetic regulators & analysts and a company that hid information, deceived investors and used every connection it had in its attempts to silence him. At points this reads like a John Grisham novel…..except it actually happened.

For me, this is the best of the “melt down” books to date…hands down

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Um…..We Still Writing off Lampert and Sears???

Generlaissimo Fransisco Franco took less time to die……

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$$ Simon & GGP? Let’s Wander Down Memory Lane to Whole Foods/Wild Oats

Time to look closer at this because, well, no one else is.

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$$ Simon & GGP? Let's Wander Down Memory Lane to Whole Foods/Wild Oats

Time to look closer at this because, well, no one else is.

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$$ Berkowitz Backhands Simon

Is it just me or is this funny as hell?

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$$ PPI……Creeping Up

The Fed tells me not to worry about it. For some reason I take little comfort in that.

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$$ Simon To Apply Full Court Press to GGP Board

This is good news for shareholders…..

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$$ Davidson on Engle’s “Systemic Risk Rankings”

Let’s just say he isn’t a fan…….

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$$ Davidson on Engle's "Systemic Risk Rankings"

Let’s just say he isn’t a fan…….

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$$ The Boston Marathon and Investing

Since it is “Marathon Monday” here in Massachusetts, though this post from 2007 was appropriate.

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$$ Jamba Makes Me Smile on Tax Day….

Tax payment day would other wise be miserable….unless JMBA more than covers your tax nut before lunch….

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$$ WOW…..WSJ Article on Simon/GGP Flawed On So Many Levels

Hard to believe this one…had to read it three times to be sure I wasn’t just reading it wrong, sadly, I wasn’t

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ValuePlays TV 4/13

Last nights show….

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“Davidson” & The Effects of FAS 157

Good stuff. FAS 157 caused far too much pain and panic….