PORTFOLIO UPDATE: YOU CAN’T BEAT THAT WITH A BAT With WMIH up 100% just last week after KKR made an announcement of a financing deal that will allow the company grow...
DECEMBER IS A TALE OF TWO MARKETS To begin the typically bull friendly month of December, I decided early on that this month would be a tale two...
HOW CURRENT MARKET LEADERSHIP TELLS US THIS BULL MARKET HAS A LONG WAYS TO GO I made a reference on Twitter Friday to how late stage bull runs are always led by frothy, growth names as opposed to...
SOME QUICK THOUGHTS - Anytime a near 30 year member of the board of any company makes a purchase in the common stock it is worth noting....
MY INTERNAL PROCESS, NAKED. There is a certain sense of worth that can be derived from discussing openly errors that have been made in one's own...