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Subs: Will Lockhart’s Comments Come Back to Haunt Government?

Below is the bolded section that is interesting.  In approving the damages claim to go ahead in the District Court, The Appellate court gave Lambreth some guidelines.

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Subs: Wednesday’s Links

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Carney Tries (and fails) To Claim The NYT and Rolling Stone “Smeared” Ugoletti

This is looks desperate…….

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Subs: Pzena Commentary

 

Richard Pzena: Pzena Investment Management, Inc – Chairman, CEO and Co-CIO

 

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Bove & Rosner on GSE’s

Bove and Rosner talk to CNBC about the GSE litigation

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T-Bills, Earnings and the US Dollar

“Davidson” submits:

T-Bill rates on a sharp rise as positive EPS surprise markets. T-Bill rates now at 1.17% and exceed Effective Fed Funds at 1.16%.

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GSE Docs Release Show Stunning Scope of Government Dishonesty

No matter what your take on the “legalities” of the government’s actions, these documents make it clear, beyond any doubt, that your government lied to you………..repeatedly.  It’s no wonder Treasury /FHFA lawyers fought so hard to keep these docs from plaintiffs.

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Subs: $4B for 50% Of A Company Currently Worth $3.5B (updated)

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Subs: Finally……..

One can only sit back and wonder how much better the finances of the company and how much higher the market share of Kenmore would be had this been done years ago………

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Peak Rigs???

“Davidson” submits:

Several months ago I said we could see the BH Rig Count peak near 1,000.

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Subs: 60% Dividend Raise, $2B Buyback (updated)

“Of the natural gas consumed in the U.S., about 40 percent moves on KMI pipelines” and the amount of gas produced and shipped via pipelines in the US just keeps rising….

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Subs: Friday’s Links

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Dollar and Commodity Inverse Correlation Back

“Davidson” submits:

US$ has continued its dive towards the long-term trend in the 65-70 range using this Trade Weighted Index.

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Subs: Bank of America

The thesis continues to unfold…………

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Subs: DC Circuit and 6th Circuit

Some interesting and positive developments