I know many are worried about $LQDA in the 327 patent trial. I'm here to tell you DON'T BE. 1. The worst case scenario is a 10% Royalty. This royalty will be for a few years till patent expires. 2. We can appeal it and even try to invalid 327 patent with PTAB. $LQDA needs to

There's a nascent trend of colleges offering a 3-year bachelor's degree that I could see becoming a norm in the future. Of 8 theories that explain the value of a 4-year degree, all but the human capital theory can be mostly satisfied in 3 years. The 4th year is as costly in

Convexity Maven - Open Letter to US Treasury 7 Harley Bassman's latest piece urging the Govt not to privatize FNM/FRE

convexitymaven.com/wp-content/upl…

Today I offer an "Open Letter to the US Treasury" concerning the suggested privatization of Fannie Mae convexitymaven.com/wp-content/upl… Not to bury the lede - I am viscerally opposed to such Those who can read between the lines should appreciate why I question the motives, and why a

Cuteknick XEC Mode I think they ($MBI) views the two paths as a wash. National is massively overcapitalized, and PREPA is the only thing holding up more releases of surplus. I’ve long argued that $AGO should have just carved out the PREPA exposure with a CVI. They could have gotten $MBI on the

@Sophoninvest I have much more than a blurb for you. $MBI is about to pay a very large special div, possibly as high as its stock price. It did this 2 years ago and very likely will do so again this year.

Blackrock, Nuveen, Taconic abandon the unconfirmable Prepa deal they had cut with the prior OBoard members & have joined the Ad Hoc Group bondholders, Assured, Goldentree & National to now form a group representing 90% of Prepa bonds par value #muniland $AGO $MBI [united front]

OK bitchez .... summer is over get back to work if you didn't buy any prescious metals , you're gonna wish you did . $SBSW has alot of things going right for it after a 'kitchen sink' quarter . Its up 6% in SA today .

$ZIM Buyout Math (I have never seen something like this) •Shares outstanding: 120M •Current share price: $13.6 •Buyout offer: $22/share •Total cost of buyout: 22 × 120M = $2.6B Cash & Assets •Cash per share: $24 •Total cash: 24 × 120M = $2.88B •Additional assets: –$5B

The reason nobody is sure why BTC is pulling back is because everyone is looking for a single cause when this is actually a systems failure with multiple transmission mechanisms reinforcing each other. Here's what actually happened mechanistically: Bitcoin ran from $40,000 to

It was an ugly day on Wall Street on Monday, and the concern is there will be more declines to come. Shipping stocks in some vessel segments might offer a path for investors to offset exposure to headwinds lloydslist.com/LL1155530/Coul…

Good move by $OWL to call off merger and not subject the holders of OBCD II to a 20% haircut but questions remain: How do they meet redemptions? Sell assets (probably not since bids will suck), lever up? Will redemptions pick up massively? I bet YES cnbc.com/2025/11/19/blu…

1000% definition of a half way house. #Old Memorial

this below from some Grok work asking to estimate 2025 $BMNM revenues resulting from $ORC contract...

CME hikes gold, silver, PMG margins for 2nd time in 3 days. cmegroup.com/notices/cleari…

BREAKING: The United States has confirmed B-52 Stratofortress bombers are now striking Iran. Understand what this means by understanding the sequence. On February 28, the US sent B-2 Spirits. The B-2 is a stealth bomber. It costs $2.1 billion per aircraft. The US has 20 of

BREAKING: Iran’s Foreign Minister just told you exactly how the Strait of Hormuz was closed. Not with mines. Not with missiles. Not with warships. With a spreadsheet. Abbas Araghchi posted on X this morning: “Strait of Hormuz is not closed. Ships hesitate because insurers fear

I am not a military analyst. I'm a financial analyst focused on macroeconomic risk. That different lens might explain why I see something most military strategists and investors are missing. --- The New Rules of Warfare—And Why We Can't Opt Out For nearly a century, warfare

UCLA WINS ITS FIRST NCAA NATIONAL TITLE IN PROGRAM HISTORY 🏆