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Finance
Below is TTCM’s most recent research report on Assured Guaranty. We believe that Puerto Rico fears are greatly exaggerated for AGO. Follow the link to read more.  I hope you enjoy! http://seekingalpha.com/article/3964126-puerto-rico-fears-greatly-exaggerated-ago   Investing in AGO? You’ll want to read these exclusive PRO articles: Assured Guaranty – 50% Of Growing Adjusted Book Value by Tim...
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From the 1964 Buffett Partnership Limited Letter: “In looking at the table of investment company performance, the question might be asked.  ‘Yes, but aren’t those companies run more conservatively than the Partnership?”  If you asked that question of the investment company managements, they in absolute honesty, would say they were more conservative.  If you asked...
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In a world of constant over reactions Fortune contributor Sheila Bair takes the cake in her assessment of JP Morgan.  Because of their $2 billion and counting trading loss she believes the bank would be better off broken up.  Keep in mind that no bank in the United States, and few in the world has...
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This article outlines some of the possibilities for Sears.  I don’t disagree with their scenarios but they don’t add much in terms of the value of the various assets.  I think many people are drastically understating the actual value of the real estate and long term leases.  Also if housing does come back and appliance...
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Bond insurer MBIA is the subject of this research report.  The premise is that MBIA is likely to win their lawsuit allowing the company to split its public finance and structured finance units.  I think it is highly likely that they will win this lawsuit and that should benefit MBIA’s stock price.  I also believe...
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While so much anxiety has been built up surrounding Europe, Japan’s troubles have kind of slid under the radar. There are some serious structural problems with the economy and demographics which are creating an unsustainable situation in terms of their indebtedness.  Fortunately they do have the ability to print their own currency which should help...
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This article sheds some light on how these double leveraged ETF’s and ETN’s work.  After having a bad experience with (TBT) which is the ultra-short 20 year treasury ETF, I will never use one of these again.  It really comes down to knowing exactly what you are buying, and due to the way that these...
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Fortune Magazine did a great job profiling Banco Santander (STD) Chairman Emilio Botin who has built a family run Spanish regional bank into the largest European bank by market capitalization.  I really appreciate his philosophy of buying banks with an international presence during a period of turmoil, and then helping them recover through incorporating his...
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