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Free Post: Raising FHA Downpayments Rates?

Have no idea who this Rep. is or anything about him but he makes perfect sense to me in this clip.

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Free Post: The “Greater Fool” on the Dollar Short Trade Revealed

You know the saying. Those who buy the “hot trend” do so eventually hoping to sell to the greater fool. In the case of the dollar trade, the greater fool would be the last guy to short it before the rebound.

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Free Post: The "Greater Fool" on the Dollar Short Trade Revealed

You know the saying. Those who buy the “hot trend” do so eventually hoping to sell to the greater fool. In the case of the dollar trade, the greater fool would be the last guy to short it before the rebound.

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Free Post: Bernanke’s Reforms…More Bureaucracy

Not liking the request for yet another layer of bureaucracy in this speech. “More” isn’t the answer. Would more regulators have caught Madoff? No. They had everything they needed to catch him.

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Free Post: Bernanke's Reforms…More Bureaucracy

Not liking the request for yet another layer of bureaucracy in this speech. “More” isn’t the answer. Would more regulators have caught Madoff? No. They had everything they needed to catch him.

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Free Post: Goldman Sachs’, Cap Rates and General Growth Properties

Goldman Sachs did a REIT presentation the other day and the slides are all over the place. There was one in particular that matters to those of us holding General Growth (GGWPQ) shares.

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Free Post: Goldman Sachs', Cap Rates and General Growth Properties

Goldman Sachs did a REIT presentation the other day and the slides are all over the place. There was one in particular that matters to those of us holding General Growth (GGWPQ) shares.

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Subs: An Etrade Update

Some news over the last day or so means we need to make some adjustments.

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Free Post: Dow Gets FTC Clearance for Morton Sale, To Pay Of Loan Early

Dow Chemical (DOW) said at the time the Rohm & Haas deal was completed they intended to pay off the bridge loan used to finance it before the end of the year. They have done that

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Free Post: Morgan Stanley Files 13G in General Growth Properties

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Free Post: Some Perspective on CRE

A couple interesting conversations….

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Subs: Some Math on A Holdings Corporate Change

Starting to get more color on what the structure change will mean to the profitability of the business going forward.

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Free Post: Wall St. Media 9/24

Talking to Doug and @aiki14 about AutoNation (AN) and the ratings agencies….of course there is my patented Red Sox/Yankees zinger at the end…

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Free Post: Davidson on the US Dollar Carry Trade

This is a follow up to a previous post:

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Free Post: On Wall St. Media 9/23

Talking about the Fed, the market, bargains and the Value Investing Congress.  Get discounted tickets to the Congress from Jay at Market Folly