In Case You Missed It:
Fed Report on Household Credit
“Boomer Candy” (WSJ)
Sounds like a free lunch to me. The downside protection has to come from somewhere. Future returns, most likely. Increased counterparty risk, perhaps. I don’t like it…
CRA Overall for Banks Under $10B Assets
The Book That Helped Bill Ackman Grow Howard Hughes Holdings
That book sounds familiar…
Additional Detail on Brooks’ Q2 Results
Buyback Tracker from Manana. I Love These Charts!
Housing Legislation Analysis
This Week in Berkshire History
Nothing this week.
That’s it for this week. Hit reply and let me know what you think. What have you been reading that’s worth sharing? Let me know in the comments.
Stay Rational!
Adam
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