$ettlement$

There are a million different possibilities of how legal settlements Could work out. But there are essentially ONLY 2 routes for settlements. OVER PAYMENT GOES TO PRINCIPAL This means anything paid over the original 10% div goes to paying down the Sr Pref amount. This would be like Every loan ever, credit card etc. In this … Continue reading $ettlement$

fan & fred

GSE saga is still being fought on both a Legal, and Administrative front and shareholders are thriving. The market doesnt seem to know it though. It has never been this close from all sides to being solved. legal: Collins vs US: 5th circuit won En Banc hearing on separate issues Direct APA claims stating the … Continue reading fan & fred

Monetary Policy OUT, Fiscal Policy IN(new tax paradigm)

With the euphoria running high in the market  thinking that nothing can go wrong, & the asset prices at essentially all time highs it would make a momentum investor feel like a genius it makes me re-evaluate what side of the position people should be on right now. Goods: Trumps tax plan. The economy is … Continue reading Monetary Policy OUT, Fiscal Policy IN(new tax paradigm)

VIX

Whether everyone knows it or not: They are long or Short Volatility. The stock market(S&P500) is essentially a perfect Negative correlation with the VIX.  So if you are long the market, then you are essentially short the vix. The VIX is an index that charts the 'volatility' of the market. When the market drops, the … Continue reading VIX