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This was an excellent interview with Richard Perry of Perry Capital where he comments on how recapitalizing Fannie Mae and Freddie Mac could contribute to an economic recovery.  He rightly points out how there has been no effort to recoup taxpayer money on these entities while the Treasury’s other investments have actually worked out quite...
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Below is the link to a video of Bill Ackman discussing his recent purchase of P&G.  This is an absolutely huge position for him representing very high conviction.  We have been investing in P&G as well primarily through the selling of long term put options.  While Ackman’s stake is close to $2 billion it still...
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The roller coaster that is Yahoo (YHOO) has made an abrupt change of course bringing on Marissa Mayer from Google as its Chief Executive Officer.  Mayer is very young (37) and she has a great background having been very successful in many of Google’s most important businesses.  It is very important that Yahoo get’s this...
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I think this is a very intelligent article written by Dick Bove of Rochdale Securities.  In the article he argues that the best way to stimulate the economy would be to take off the handcuffs that Dodd-Frank has put on the banks.  Because various types of consumer loans have higher capital requirements and risk weightings,...
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This is a priceless interview with the legendary Charlie Munger. His comments on high frequency trading are hilarious and in my opinion completely accurate. http://www.gurufocus.com/news/174489/charlie-munger-on-berkshire-and-buffett INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Bill Ackman is one of the finest hedge fund managers out there and he shares some wonderful insight on some of his current investments.  Ackman has proven himself to be one of the most influential and creative managers out there today.  Enjoy! http://www.gurufocus.com/news/173452/bill-ackman-on-barnes-and-noble-burger-king-and-bacon-sundaeshttp://www.gurufocus.com/news/173452/bill-ackman-on-barnes-and-noble-burger-king-and-bacon-sundaes INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR...
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Nouriel Roubini and George Soros are exactly right.  Europe needs to grow as it is impossible to shrink out of an over-leveraged economy.  The ECB should be buying bonds and increasing the money supply to depreciate the Euro.  This would boost exports and decrease the severity of the recession. http://www.cnbc.com/id/47168723 INVESTING IN THE FINANCIAL MARKETS...
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Doug Kass seems to be on the same page as us at T&T Capital Management with his thesis that investors want to be exposed to the banks that have exposure to real estate to play the rebound in prices and demand.  He also sees the tremendous value that Berkshire Hathaway (BRK/B) offers at current prices....
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It appears that AIG is moving closer to selling off a part of if not all of its aircraft leasing company ILFC.  This business could be worth anything from $6-10 billion and is not a core asset for the company.  AIG would be wise to take advantage of today’s favorable market environment, to sell the...
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This morning was very exciting as one of the truly great value investors Edward Lampert appeared on CNBC to discuss the legacy of one of his mentor’s Richard Rainwater.  While it would have been wonderful to hear Lampert discuss Sears in more detail, the interview was very interesting and enjoyable, as all of the participants...
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