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Glen Bradford  

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  • Dreyfus Mutual Fund Portfolio With Adaptive Allocation [View article]
    This is really interesting. I don't know what this is about or anything since I haven't read it yet, but it seems really interesting.
    Apr 29, 2015. 12:22 AM | Likes Like |Link to Comment
  • The Just And Legal Way Forward For Fannie Mae And Freddie Mac [View article]
    The year is 2015.
    Apr 24, 2015. 10:09 PM | Likes Like |Link to Comment
  • Fannie And Freddie: Regulated Utilities, Cost Of Capital And Rate Of Return [View article]
    So,

    You're still supporting the notion that HERA, a body of law that allows the USA to act as a creditor to Fannie and Freddie, somehow allows the USA to take 80% of two private businesses after forcing them to take money that they didn't really need and subsequently attempted to nationalize them in the process. It's like saying, hey, I know that I paid you back and I saw that you tried to take 100% and so, how about I get on my knees and beg you to only take 80% even though I paid you back because you're the government? I think you should avoid voicing an opinion on the warrants until the AIG situation plays out further.

    TL;DR
    Why shouldn't they take 100%? Why should they be given 80% when they've been paid back? Where do you draw the line? Do you think that the government should set a precedent where any company that borrows money should have its shareholders diluted by 80%?
    Apr 16, 2015. 02:34 PM | 3 Likes Like |Link to Comment
  • Germany's Trade Surplus Is A Problem [View article]
    This is the core difference between a currency user and a currency issuer.

    The USA is a currency issuer.

    The EU zone is effectively vendor financing, where Germany vendor finances the periphery's purchases of its goods and services.

    The only problem is if you think that the illusion that all of the vendor financing is actually going to go off without a default. The periphery has a culture of defaulting and so the show goes on.

    That's how it has been, have no idea how it is now.
    Apr 5, 2015. 10:02 PM | 2 Likes Like |Link to Comment
  • Fannie And Freddie: Deficit Reduction Tool Or Mortgage Market Future? [View article]
    You continue to ignore the fifth amendment takings violation of exercising the warrants on top of already being paid back.
    Mar 10, 2015. 08:59 PM | Likes Like |Link to Comment
  • Administration rejects GSE recapitalization ideas [View news story]
    blah blah black sheep have you any wool? yes sir yes sir three bags full

    one for my master that lives down the lane

    one for the little boy
    Mar 5, 2015. 02:36 PM | 11 Likes Like |Link to Comment
  • Fannie Mae And Freddie Mac Earnings Analysis [View article]
    it's just math.

    if you have a probability A and a probability B and A+B = 100%

    A * $0 + B * $20 = $2.50 (current price)

    Since A multiplies by zero since this is a binary event, you easily solve for B.

    B = $current price / $20
    Feb 24, 2015. 02:17 PM | 1 Like Like |Link to Comment
  • Fannie Mae And Freddie Mac Earnings Analysis [View article]
    Yeah, set a precedent that all future conservatorships involve an illegal 80% takings of your private property.

    Seems legit.
    Feb 22, 2015. 04:41 PM | 8 Likes Like |Link to Comment
  • Fannie And Freddie: Congress Established Rules In 2008 [View article]
    Slightly out of order but nonetheless a good refresher.

    By statute, the powers of stockholders, including Treasury, are suspended until conservatorship ends.
    Feb 11, 2015. 05:59 PM | 4 Likes Like |Link to Comment
  • Fannie And Freddie: Congress Established Rules In 2008 [View article]
    Q: Can the Company be dissolved?
    A: Although the company can be liquidated as explained above, by statute the charter of the
    Company must be transferred to a new entity and can only be dissolved by an Act of
    Congress.

    http://1.usa.gov/1q73kpe
    Feb 11, 2015. 05:53 PM | 4 Likes Like |Link to Comment
  • Treasury Can Void SPSPA With Court Order  [View instapost]
    unlikely
    Feb 9, 2015. 03:20 PM | 1 Like Like |Link to Comment
  • Why Dex One's New Hires Likely Points To A Balance Sheet Restructuring Forthcoming [View article]
    are you forgetting that the debt is in traunchs?

    the equity / company has the negotiating power of doing a global refi which will benefit the bondholders... otherwise the company might as well split up and go into bankruptcy proceedings in each traunch and hold those creditors feet to the fire

    princeton. pish posh
    Feb 6, 2015. 03:10 AM | Likes Like |Link to Comment
  • Why Dex One's New Hires Likely Points To A Balance Sheet Restructuring Forthcoming [View article]
    I think this jsIRA guy is the smartest guy in the world and the author is the least.
    Feb 5, 2015. 10:53 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Apple Makes Quarterly Profit History [View article]
    Company Reported Net Income of $58.7 Billion for the First Quarter of 2013

    http://bit.ly/1CzMTZX

    Apple has a long way to go, bro.
    Jan 28, 2015. 03:58 PM | Likes Like |Link to Comment
  • The Fannie And Freddie Recapitalization Plan [View article]
    http://bit.ly/1ATqu5D
    Jan 22, 2015. 09:57 AM | Likes Like |Link to Comment
COMMENTS STATS
568 Comments
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