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Subs: 155% Rental Revenue, 155% Q2 Net Income Growth (updated)

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Subs: Podcast Up

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Subs: GSE Reform Already Done???

If true, all that is left to do is stop the NWS and start the release process. Freddie’s former CEO  says it is and “recap and release” is “very much” possible.

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Subs: AIG

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Subs: Chesapeake (updated)

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Subs: Primoris

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Subs: Friday’s Links…(Updated with Bass video)

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Subs: Earnings Calls

I wanted to place the call notes for both of these together as the commentary regarding the health of the industry is similar….

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Subs: Vishay

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Subs: Oil: “Glut”, Tariffs and The Permian

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Subs: Podcast Up

Apologies…. though this was posted Friday. here are the questions from Friday’s podcast

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Subs: Seritage

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Subs: Compass

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Subs: Williams

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Subs: Texas Pacific