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Subs: New Trade

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Subs: Nibble, Nibble

These selloffs are opportunity

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Subs: Tesla & Faraday Causing Housing Shortage in Vegas

Gezz, if only there was a way to get in on this by owning the largest land owner in the State, one that has approval for ~20k more housing units in the area…….

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John Mills: “Credit Cycles and the Origin of Commercial Panics” from 1867

The more things change they more they stay the same….

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Subs: Eddie’s Been Buying Also

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Subs: Insider Buying

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Subs: Litigation Summary

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Subs: Bruce v Eddie

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.

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Less That 5 Days Excess Supply A “Glut” ?

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”

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Subs: Do New Securities Guarantee GSE’s Survival??

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…..