Tuesday, September 6, 2022

mortgages

 ten year printed 3.5. high yield funding flirting with 9.  lower first

mc 1.55
mc 134
mc 1.21








Thursday, September 1, 2022

Wednesday, August 31, 2022

specialty

 insiders selling specialty retail on the edge of the abyss

mc 45
mc 42
mc 21






indiscriminate

mc 16.7 goldman downgrade

mc 32 plantronics exchange offer


mc 686 insiders bailing
mc 15.4 245x 
mc 2.69 china chip embargo
mc 245 canadian pensions own half the float










 

Tuesday, August 30, 2022

curious

etf flows into shorts energy, metals, brazil, china

short oil ep
short gold miners
short china
short brazil
short oil ep









 

room service

trading at 50 times the trail and any multiple to book values stuffed with the art of goodwill hunting promising write downs that exceed imagination. roll over

mc 10 50x trail insiders dumping

mc 52 30x trail 30x book
mc 36 37x trail






drum roll