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Free Post: Whitney Tilson Interview on Charlie Munger

This is a very interesting hour long interview.. Hat Tip reader Michael for the heads up.

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Free Post: AutoNation’s Jackson “Going on Offense”

From an interview in Reuters…

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Free Post: AutoNation's Jackson "Going on Offense"

From an interview in Reuters…

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Free Post: The Fed Tells Us What We Already Knew

Talk about an anti-climactic event.

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Free Post: The Housing Bubble & Govt.’s Role

Without essentially free money and government programs, the housing bubble could not have happened.

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Free Post: The Housing Bubble & Govt.'s Role

Without essentially free money and government programs, the housing bubble could not have happened.

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Free Post: A History of Unemployment

This is an intersting discussion on the subject

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Subs:Trader / Investor …. Tomato /Tomaaato

Yup, I said it….is there really a difference? Or is it Ā just that our time frame and decision making metrics are different…

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Subs: Some Housekeeping

Spent some of the weekend doing work on the Portfolio Spreadsheet.

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Free Post: “Davidson” on the Dollar Trade

“Davidson” is back with some thoughts on the USD/Euro..

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Free Post: "Davidson" on the Dollar Trade

“Davidson” is back with some thoughts on the USD/Euro..

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Subs: New Transaction

Things might be a little toppy here and either way, not sure how much immediate upside there is to this pick..

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Free Post: Cushman & Wakefield CEO on CRE

This is a really interesting video

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Free Post: Cushman & Wakefield CEO on CRE

This is a really interesting video

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A Holding Buying Back Stock Cheap

This isĀ converseĀ to the way most companies end up doing it. Usually when times are good they buy back stock at highs and then tough time restrict their cash and nothing is bought back at the lows. Not this time….