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Re-upping this post, in light of the eviction moratorium under discussion in LA County: What every voter should know about housing policy: 1. Rents reflect the balance of supply of apartments and demand for those apartments in a given area. That’s it; there’s no magic. If you…
In 2012, I was the associate director at the Bureau of Economic Analysis (*not BLS*) and was responsible for preparing the estimates of gross domestic product. Mr. Hassett gets several things wrong here. (1/n) (Thread)
Kevin Hassett suggests the Bureau of Labor Statistics rigged the 2012 election for Barack Obama
What are the best "share cannibal" businesses currently out there? In other words, what companies could reduce share count the quickest over the next 5 years? Two companies that immediately come to mind: $LOW and $DBX
$AAIC $EFC Ellington Financial and Arlington Asset Investment Corp. Announce Definitive Merger Agreement - - closing 4Q23 businesswire.com/news/home/2023…
$AAIC Arlington Asset Investment: Mortgage REIT at a 60% NAV Discount and Positioned For Sale or Liquidation I estimate that liquidation could return $5.55/share (+114% return vs 5/17 price) with a majority of proceeds available within a few months. konekoresearch.substack.com/p/arlington-as…
I’ve been in Congress for 100 days. Most of the really angry voices here are faking it.
"It is clear that the proposed transaction, if allowed to proceed, would constitute the most egregious expropriation of value by a Dutchman since Peter Minuit acquired the island of Manhattan for sixty Guilders of trinkets in 1626." $HDG.NA $HDUGF
An Open Letter to the Independent Committee of the Board of Hunter Douglas N.V. $HDG.NA $HDUGF rapercapital.com/engagement-cam…
Good stuff, as always.
Creative! And talented. These would blow up Etsy.
Me (last night, really late): Whatcha doing? My 18 year old: Painting some shoes! This morning:
JUST NOW: "This nation produces 350 million cans of soda every day. If we can produce 350 million cans worth of soda a day, we can produce 30 million tests a day. " Nobel Laureate @paulmromer on report calling for huge increase in testing. @NewDay
This is what real analysis looks like. No spreadsheets required.
Wrote a short little thing about possible $CAKE metagaming its landlords this morning. lizardbrain.substack.com/p/corona-chees…
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