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Subs $$: Thoughts on the Current Market, Valuations, Why No “New” Buys…

Been getting some of these questions a bunch lately so thought I would address them once and for all

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Video

$$ ValuePlays TV 3-23

Understand there were some tech. issues last night…here is the show

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Subs $$: An Upgrade

Finally……other folks are taking notice..

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Subs $$: Miscellaneous

You have got to read this to believe it…

1- Dow 95% YTD but....... there is "good news" (paragraph 4)

The good news is that whilst our NAV is obviously impacted to the low side by this, the Fund continues to do business as usual.

wow....."business as usual" .... you mean more losses in store? Read it for yourself...
Ebullio Capital Management Feb 10 ltr to investors

2- Gov't or market failure?

3- A movie on Markopolos will be worth seeing...

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Subs $$: Welcome to The Party Mr. Paulson…

Tomorrow is shaping up to be a heck of a day……

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Subs $$: E*Trade Announces CEO and Reverse Split

Some thoughts

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Subs $$: Miscellaneous

Odds and ends….

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Subs $$: A Transaction…

If you do not understand this one 100%, please do not do it…

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Subs $$: General Growth Acquiesces to Simon

Don’t worry, it is actually very good..

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$$ Bullish Employment Predictor? Power Usage….

“Davidson” submits…

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$$ Interest Rates: Does the Tail Wag the Fed Dog?

“Davidson” submits…

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Subs $$: Miscellaneous

Odds and ends….

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Articles

22 Year Old's HBS Thesis Explains the Credit Crisis…

This is a great read…..”everything you wanted to now about why we got f$#%ed but were afraid to ask”.

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22 Year Old’s HBS Thesis Explains the Credit Crisis…

This is a great read…..”everything you wanted to now about why we got f$#%ed but were afraid to ask”.

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Subs $$ : Investor Presentation (audio corrected)

This just finished this morning…