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Tilson: Rebutting Hovde "Getting Very Tiring" $$

Whitney does it again. It is also worth noting even Whitney notes this is becomine “tiring”. We all agree….nice job though Whitney. Hat tip to Jay at www.marketfolly.com for posting this first.

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Tilson: Rebutting Hovde “Getting Very Tiring” $$

Whitney does it again. It is also worth noting even Whitney notes this is becomine “tiring”. We all agree….nice job though Whitney. Hat tip to Jay at www.marketfolly.com for posting this first.

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Tilson/Ackman Not Selling Out of GGP $$

Going to reprint a post from August rather than type it again. Now that hegdies are reporting holdings, the inevitable  “so and so sold out of GGP” emails are coming. Nope

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Dow Receives Mexican Approval $$

A couple of news items, the second one being significant

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Articles Video

Keynes v Hayek $$

This rap video is brilliant…..

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General Growth Retains UBS

This ought to get the rumor mill flowing at full speed…

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Subs: A 5.8% Stake Taken In A Holding $$

Alway nice to have company..

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General Growth Expects Remaining Debt Restructured "In Next Few Weeks" $$

As expected, and continued good news..

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General Growth Expects Remaining Debt Restructured “In Next Few Weeks” $$

As expected, and continued good news..

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Subs: Are You Sitting Down? $$

I hope so…..

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Einhorn's Greenlight Q4 Letter $$

For reasons recently announced, the thought process of Einhorn takes on more relevance for us.

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Einhorn’s Greenlight Q4 Letter $$

For reasons recently announced, the thought process of Einhorn takes on more relevance for us.

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Subs: Hovde's Latest $$

Just a brief comment

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Subs: Hovde’s Latest $$

Just a brief comment

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Subs: A Sale to Lock in 200% $$

Not bad for a few months work