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Subs: A Holding Presents at Investor Conference

This is from today’s investor conference in Boston…..home of all subscribers beloved Red Sox…   🙂

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Free Post: The Housing Bubble & Govt.'s Role

Without essentially free money and government programs, the housing bubble could not have happened.

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Free Post: The Housing Bubble & Govt.’s Role

Without essentially free money and government programs, the housing bubble could not have happened.

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Subs: Owe the Bank $1M? Your Problem. Owe It $27B? Their Problem

This goes back to a story about Donald Trump and his 1st bankruptcy…

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Free Post: A History of Unemployment

This is an intersting discussion on the subject

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Subs:Trader / Investor …. Tomato /Tomaaato

Yup, I said it….is there really a difference? Or is it  just that our time frame and decision making metrics are different…

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Subs: The REIT Industry Getting Healthier….

While many have been skeptical of the rally in REIT shares over the past few months, there are some fundamental reasons for it

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Subs: Some Housekeeping

Spent some of the weekend doing work on the Portfolio Spreadsheet.

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Subs: A Durable Goods Recovery Play

If you think the stimulus will work and as predicted it effect will most likely be felt next year, here is a now cheap play that will benefit big from that scenario.

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Free Post: "Davidson" on the Dollar Trade

“Davidson” is back with some thoughts on the USD/Euro..

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Free Post: “Davidson” on the Dollar Trade

“Davidson” is back with some thoughts on the USD/Euro..

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Subs: New Transaction

Things might be a little toppy here and either way, not sure how much immediate upside there is to this pick..

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More Flavor on A Recent Pick

This press release give a nice overview of the strategy going forward and the growth potential of a recent pick.

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A Look at CRE From The Front Lines…

From a SVP at a Real Estate Investment Banking firm….

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Free Post: Cushman & Wakefield CEO on CRE

This is a really interesting video