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Vesper 已轉發

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…


Vesper 已轉發

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



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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

CCM_Ryan's tweet image. 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

Vesper 已轉發

$AAIC $EFC Ellington Financial and Arlington Asset Investment Corp. Announce Definitive Merger Agreement - - closing 4Q23 businesswire.com/news/home/2023…

KonekoResearch's tweet image. $AAIC $EFC Ellington Financial and Arlington Asset Investment Corp. Announce Definitive Merger Agreement - 

- closing 4Q23
businesswire.com/news/home/2023…

Vesper 已轉發

$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…

KonekoResearch's tweet image. $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…

Vesper 已轉發

I’ve been in Congress for 100 days. Most of the really angry voices here are faking it.


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"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.

Chartstravaganza is here! … streets diverging (@stockcats)

PlanMaestro's tweet image. Chartstravaganza is here! … streets diverging

(@stockcats)


Creative! And talented. These would blow up Etsy.

Me (last night, really late): Whatcha doing? My 18 year old: Painting some shoes! This morning:

TMFOtter's tweet image. Me (last night, really late): Whatcha doing?

My 18 year old: Painting some shoes!

This morning:
TMFOtter's tweet image. Me (last night, really late): Whatcha doing?

My 18 year old: Painting some shoes!

This morning:


Vesper 已轉發

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…



United States 趨勢

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