Not really Frazier v Ali but will still be entertaining.
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ACAS Repurchases 8% in Q4
40% of the stock repurchased so far and Elliot involved.…
I know of no other commodity known to such hyperbole as oil is…..from “peak” to “glut” in a couple years… I think I heard recently we were “choking on oil”
The GSE’s are not behaving like entities that are going to be “wound down” at anytime in the near future….
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Subs: Hancock Must Amaze
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S&P Intrinsic Value Update
The market in no way is overvalued
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Subs: Inventory Falls
At some point, decreasing rigs and falling production will impact prices…
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12 Guesses for 2016
Seems obligatory to do this…..Anyway it is fun to look back and see which (if any) actually come true…..
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“Davidson” on Inflation and Pessimism
Capitalism in inherently deflationary. It’s primary goal is to produce more, better products at lower prices. THAT is deflationary. It is government spending which seeks none of the above that is inflationary. As spending wanes, inflation should remain low.
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I, Pencil….
Never get tired of reading this….
A special offer for ValuePlays readers….
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Subs: Rate Change
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Subs: Seaport Change