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Subs: Miscellaneous….. $$

Odds and ends…

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US Retailers "Concerned" Over Possible GGP/SPG Combination $$

Not matter what David Simon says, this IS going to be an issue

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US Retailers “Concerned” Over Possible GGP/SPG Combination $$

Not matter what David Simon says, this IS going to be an issue

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For Now, Higher Rates = Higher Markets… $$

Makes sense…..

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GGP's Nolan Interviewed by WSJ…… $$

Eureka!!!! …..a good interview. This is what happens when you ask a question and actually let the person answer. You get good information…… CNBC, pay attention..

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GGP’s Nolan Interviewed by WSJ…… $$

Eureka!!!! …..a good interview. This is what happens when you ask a question and actually let the person answer. You get good information…… CNBC, pay attention..

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Subs: Miscellaneous $$

Odds and ends…

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Seth Klarman: Forgotten Lessons of 2008 $$

Klarman is a ValuePlays favorite…

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Subs: More Interesting News From Down Under $$

Fresh off the heals of this news yesterday

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Subs: GGP's Shelf Offering in Conjunction w/NYSE Listing $$

Here are the basics….

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Subs: GGP’s Shelf Offering in Conjunction w/NYSE Listing $$

Here are the basics….

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Subs: A Merger & A Price Increase $$

Every move they make it seems is “immediately incremental to earnings”

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Subs: A Merger & A Price Increase $$

Every move they make it seems is “immediately incremental to earnings”

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GGP's Nolan on CNBC Again $$

No bad…..

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GGP’s Nolan on CNBC Again $$

No bad…..