This is a great chat and a very good overview…..this investment has already worked out well (we are up >40%) and I think there is plenty more upside
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Subs: Pipeline A Go…..
This is unfolding as expected……I still highly doubt Mnuchin will let the government’s warrants, which could be worth $50-$70B become worthless. The only way for that to happen is for the common stock to retain value.
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What Oil Bears Are Missing
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Subs: Layer 3 Sold
Franklin has been very opportunistic in his purchases stepping in each time the stock drops
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Subs: Howard Hughes News
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“Davidson” on Real Estate
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Chemical Activity Accelerating….
This is one of the most reliable market predictors……..if it holds, we aren’t even close to the end of the rising market…
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Subs: Reality Sinking In
For the last 10 years we’ve heard one ideologue after another say the GSE’s should be wound down. After several plans were floated it seems even the most hard core of the naysayers is coming to a simple reality……….they can’t go away
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Subs: New Davidson Pick
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The Oil Situation
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Subs: GSE’s In The News
The public conversations regarding the GSE’s has taken a very positive tone in the last 6-8 months
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