fareastwarriors

Condolences to his family, loved ones, and all at the Ruane, Cunniff & Goldfarb.

https://www.vaneck.com/market-vectors/equity-etfs/rsx/portfolio-analytics/ https://www.vaneck.com/market-vectors/equity-etfs/rsxj/portfolio-analytics/

Make sure to check out the Chou America funds as well.

Russia Billionaires Buying Stock as BofA Says Bottom Near http://www.bloomberg.com/news/2014-03-19/russia-billionaires-buying-stock-as-bofa-says-bottom-near.html

More Trouble Ahead for Investors in Fannie Mae and Freddie Mac Hedge funds took a gamble on the shares of the former mortgage giants—a gamble they're likely to lose. More_Trouble_Ahead_for_Investors_in_Fannie_Mae_and_Freddie_Mac.pdf

Fannie, Freddie and Fairholme: the Downside of ‘Active Share’ http://blogs.barrons.com/focusonfunds/2014/03/12/fannie-freddie-and-fairholme-the-downside-of-active-share/?mod=BOLBlog

http://www.bloomberg.com/news/2014-03-17/fannie-mae-wind-down-deemed-threat-to-home-recovery-mortgages.html Fannie Mae Wind-Down Deemed Threat to Home Recovery

http://www.breakingviews.com/fannie-investors-may-be-using-magic-calculators/21136004.article

I have been investing in real estate for about 13 years. I own and manage single family condos, vacation rental properties and a multifamily property. I use a separate LLC for each property with a separate bank account. The idea is to create a legal barrier so that in the event you are sued by a tenant, they can only go after the assets of the business that owns the property that they occupy. One issue is that unless you have significant cash to purchase the property with, the mortgage will probably be in your name as opposed to the shell company. It is my understanding that his could create a weakness in the corporate vail, but I am not an attorney. I am not sure what the best legal entity would be if you were using OPM to buy real estate. This is a good question for a real estate attorney. I suspect that a hedge fund type structure with a LP managed by an LLC would work well, but again I don't know for sure and it may vary by state. Which state are you operating in?

So you're the one pushing the stock up....

Fannie Mae Liquidation Seen Sparing Preferred Holders http://www.bloomberg.com/news/2014-03-13/fannie-mae-liquidation-seen-sparing-preferred-holders-mortgages.html

pico holders according to BB

Don't you guys think the expense ratio is kinda high? I know it is still a small fund but at 1.5%... that's too high for me. Most I am willing to pay is around ~1% top ( sequoia and fairholme).

Corker on ending ‘too big to fail’ Fannie, Freddie http://www.cnbc.com/id/101490928

I thought they was going to be a poll. I love polls.

U.S. Wind-Down Bill Clips Fannie Mae, Freddie Mac Shares http://www.bloomberg.com/news/2014-03-12/u-s-wind-down-bill-clips-fannie-mae-freddie-mac-shares.html

Are you kidding me?! I put the entire Fiat thread in a word document to read it over the weekend a few months ago. Thanks! I feel a little stupid for never looking for a print all button earlier... +1 Didn't know about the Print button... good to know now!

Buffett Move Shows Currency Dip Won’t Fix Canadian Plants http://www.bloomberg.com/news/2014-03-10/buffett-move-shows-currency-dip-won-t-fix-canadian-plants.html

It might not be what you're looking for but What is do is change my settings to display more posts per page. I go Account Profile > Account Settings > Modify Profile > Look and Layout and increase the messages to display per page to 50. I find that easier to work with.

Westhus Reaping Fannie Windfall to Rival Big Short http://www.bloomberg.com/news/2014-03-10/westhus-reaping-fannie-windfall-to-rival-big-short-mortgages.html

U.S. Projects $179 Billion Profit From Fannie Mae, Freddie Mac http://www.bloomberg.com/news/2014-03-10/u-s-projects-179-billion-profit-from-fannie-mae-freddie-mac.html

+1. Enjoy it.

Gabelli Channeling Buffett at 160 Times Pay Is Key Man http://www.bloomberg.com/news/2014-03-07/gabelli-channeling-buffett-at-160-times-pay-is-key-man.html oh gabelli

I have some 401k money in the Total Return Fund. I have no plans to redeem unless Bill Gross leaves. Maybe I enamored with Gross' cult of personality? I have zero expertise in fixed income. My small allocation to bonds are all through mutual funds. Pimco Total Return Fund, DoubleLine Total Return Bond Fund, Berwyn Income Fund.

U.S. Hopes Boom In Natural Gas Can Curb Putin http://www.nytimes.com/2014/03/06/world/europe/us-seeks-to-reduce-ukraines-reliance-on-russia-for-natural-gas.html?hp&_r=0