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June 29, 2024
Their own studies show the main drivers of default are loan devalue, borrower credit score. Everything else is literally a rounding error. And so of course, the final doddfrank rules essentially abandon the things that actually drive default. And endless servicing requirements, again making it near impossible to foreclose. My opinion is the rule increased foreclosures last time around rather than decrease them. And the harder it is and the mission has nothing to do with financial stability. The ...
June 29, 2024
Minerals for firms not only firms getting the actual hard commodities there, but also for firms well down the supply chain, who have no idea where the aluminum in the electronic parts came from. So i think its telling when a liberal law ultimately convinces the Washington Post Editorial Board that it was a bad idea, which they have come out against conflict minerals. Its time to revisit the motion all together of including immaterial disclosures in security laws. Both by legislative fiat and by ...
June 24, 2024
Today. Wall bonuses, they could fall even further this year. Well get you details on that. John skully is with us today and says donald trump is a master of perception. However, he says that donald could shift that strategy if he wins the republican nomination for president. John skully will be here live to explain that in a few minutes. We have a michigan one coming up on wednesday. And shake shack, will the chicken shack help the Company Deliver on wall street expectations, well have the Earni...
June 21, 2024
Apple saying shares are massively undervalued. Recent history repeating futures pointing lower after a big recovery from a dramatic selloff tuesday. Alcoa and pepsi beating the street. Leadership, gap shares down. Murphy announcing he will be retiring. Carl icahn released an open letter to apple ceo tim cook saying the Company Shares are massively undervalued and should be trading at 203 a share now. Icahn expressed support for cooks leadership, urged him to accelerate the share buybacks. He wou...
June 17, 2024
Will the gamesmanship ever end . Pelosi blocks the state of the union. Pelosi takes away her planes. Im betting if the unpaid tsa workers start to interfere with our plane travel, thats when the shutdown will immediately end. And the tragic deaths of four americans in a deadly syrian blast this week was a political rorschack test. Some say its prove we need to stay. Others argue, it confirms we stayed too long. Senator rand paul is here. Plus, the wall street journal calls him the capitalist for...
January 19, 2019
Now a tribute to an american legend. jack vogle passed away this week at the age of 49. i was fortunate over many years to interview including here in 2017. it was vogle in his princeton thee sis came up with index funds like the yardsticks of the s&p 500 to protect individual investors from wide swings and individual stocks. he founded vanguard in 1974 and introduced the first index fund in 1976. at his death, vanguard had assets north of $4.9 trillion. they ran an obituary c.
January 19, 2019
Will the gamesmanship ever end? pelosi blocks the state of the union. pelosi takes away her planes. im betting if the unpaid tsa workers start to interfere with our plane travel, thats when the shutdown will immediately end. and the tragic deaths of four americans in a deadly syrian blast this week was a political rorschack test. some say its prove we need to stay. others argue, it confirms we stayed too long. senator rand paul is here. plus, the "wall street journal" calls him the capitalist ...
January 19, 2019
Bob, i dont think he happens an allegiance to trump. by the way, if the president should say something you find sensible, right? you shouldnt discount it just because it came from president trump. i found very interesting him making the observation that he thinks that hillary was the bigger hawk as between donald trump and hillary clinton in that election and that hes never heard the predecessor say relative to, were not leaving until iran does. what hes heard and weve all heard john bolton sayi...