Some of Davidson’s best work….
Categories
Categories
Subs: FDC
Categories
Subs: Seventh Circuit Audio
Categories
Private GDP Continues It’s Rise
GDP came in at 3% today despite two hurricanes……..that means we ought to see Q4 above 3% also as reconstruction begins. It’ll be the first time we’ve seen 3% plus growth for three consecutive quarters since before the financial crisis.
Categories
Subs: Thursday’s Links
A new tower, residents moving in, Apple pay partnership and FERC
There is no better CEO in the golf business than Chip Brewer……period
Categories
Subs: “Case Has Merits”
This is fascinating because if this case succeeds, everything the FHFA has done and agreed to with Treasury then become suspect and challengeable.
Categories
Subs: “Follow The Cash”
“Davidson” submits:
Sam Zell wrote in his 2017 “Am I Being Too Subtle?”, pg 51:
Categories
Subs: Acquisition
Categories
Subs: Pzena Commentary
Categories
Subs: Kinder (updated)
Categories
Subs: Supreme Court (updated)
Categories
Invest In Well Defined Behavior
“Davidson” submits:
You can’t forecast what you cannot see…or can you? People are more predictable than things.
Categories
Subs: Bruce Steps Down (updated)
Categories
Subs: BAC
A strong quarter for the bank….