One of my very favorite investors Wilbur Ross was on Fox Business News discussing housing, politics, and business.  I think he is right on just about everything, and his comments about the high likelihood of a recession if we endure the fiscal cliff are right on.  Ross is a perfect example of a patient and...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

At T&T Capital Management we have invested in some high yielding bonds from Exco Resources (XCO).  Exco is struggling with extremely low natural gas prices but they have some very valuable assets such as their one-half stake in TGGT, which is a pipeline company.  By selling the pipeline and using the cash to pay down...Read More

Distressed investor Wilbur Ross is one of the truly great contrarian investors and in this interview he gives his insight in marine transport, shale gas, among other topics.  Ross also has large investments in the bond insurer Assured Guaranty (AGO) and Bank of Ireland (IRE).  He looks at investments from a much longer perspective than...Read More

One of my favorite investors Wilbur Ross, was on CNBC this morning.  He discussed the dangers of long term bonds, the long term outlook for natural gas, and he talks about the banking sector as well.  Ross has a fairly large position in the natural gas company Exco Resources (XCO) which he is down on...Read More