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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

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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.