Vivendi (VIVHY) is continuing its process of reducing the confusion created by its conglomerate corporate structure with the creation of new rules to split the strategies for its media and telecommunications businesses.  This in addition to efforts to divest its large stake in Activision, should ultimately help investors to more accurately understand the inherent value...Read More

Once again Germany’s Bundesbank is jawboning against ECB bond purchases.  While I understand that it is essential for struggling economies to fix their structural problems, at this point in the game it is obvious that the ECB must actually act like a central bank is supposed to act, and address the overall funding issues of...Read More

T&T Capital Management has previously profiled Assured Guaranty (AGO) as one of our favorite investment opportunities. http://seekingalpha.com/article/803261-update-assured-guaranty-is-an-undervalued-diamond-in-the-rough The Street reports on an email exchange where famed distressed investor Wilbur Ross identified his investment in AGO as being his best risk/reward opportunity.  Enjoy the article: http://www.thestreet.com/story/11667780/1/wilbur-ross-stays-bullish-on-assured-guaranty.html?puc=yahoo&cm_ven=YAHOO INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR...Read More