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Davidson: “Markets Rhyme But Do Not Repeat”

Davidson submits:

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Davidson: "Markets Rhyme But Do Not Repeat"

Davidson submits:

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General Growth Receives More Loan Modifications $$

From the news today…

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Simon: GGP Assets “Unique Opportunity” $$

Hat tip @presidentbarama on twitter for this one

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Simon: GGP Assets "Unique Opportunity" $$

Hat tip @presidentbarama on twitter for this one

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Book: Galbraith on “Financial Euphoria” $$

This is a great read…especially given events of the past two years. The full title is “A Short History of Financial Euphoria” (1994)

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Book: Galbraith on "Financial Euphoria" $$

This is a great read…especially given events of the past two years. The full title is “A Short History of Financial Euphoria” (1994)

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Dow Chemical Expands Ag Division $$

Just last week CEO Andrew Liveris said they were going to be “an investor, not a divestor” of Ag assets

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Notes From NYU CRE Capital Markets

Courtesy of some CRE Analyst readers….

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Buffett on Value Investing

Key comment, “cash will be a terrible investment”.

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The Myth of the Rational Market

Believe it or not, some people still believe this…

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Making Money Out of Junk

20% plus annual returns for decades…..you might want to see what Walter Schloss  had to say…

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“Davidson” on US$/Euro vs. SP500

“Davidson” submits:

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"Davidson" on US$/Euro vs. SP500

“Davidson” submits:

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Deja Vu…. More Sears Fears…..

I addressed this foolishness last year so I thought I would let reader Brian do it this year. Looks like we might be able to make it an annual event.