Todd Sullivan | TalkMarkets | Page 1
Hedge Fund Manager, Blogger and Angel Investor
Contributor's Links: ValuePlays Rand Strategic Partners
Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future ...more

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ASA And Gallup Indicate Continued Jobs Gains
The ASA temp staffing index hit 105.1 last week just short of an alltime high of 105.2.
Lending Spreads, ABI And Housing
The architectural billings index came out today and while backing off the previous record number, the index is solidly in the “growth” mode meaning increased construction in the coming months.
Sen Johnson To Watt: “Engage Treasury Department In Talks To End The Conservatorship”
The shrinking of the GSE’s under the conservatorship and the depletion of their capital bases is only hurting the housing market.
Housing Index Continues Climb
The housing recovery has been hampered by stifled bank lending due to a combination of tighter regulation and low credit spreads.
Fairholme Files Sealed Response To Government Motion
This is where things start to get interesting, when the media begins then siding with plaintiffs in an effort to enable public dissemination of the documents
“The Economy Is Awful” …..Unless You Look At The Data That Is….
We are now 4 ½ yrs into economic recovery. Well known market commentators, like one on CNBC this morning, continue to say that the ‘economy is awful’ and all the job growth is low quality with no wage gains.
Bloomberg Erroneously Reports Fairholme Sells Fannie Common
Bruce Berkowitz’s Fairholme Capital Management LLC exited its common-stock investments in Fannie Mae and Freddie Mac in the third quarter.
AIG Is NOT On The Hook If Greenberg Wins Vs. Government
People think that should Hank Greenberg win, AIG might be on the hook for the monetary damages, but they might be wrong.
Falling Copper And Oil Prices Do Not Indicate Global Weakness
You remember “Dr. Copper”. For years copper has been thought a useful indicator of economic trends, hence “Dr. Copper”, but like anything else it has become ‘financialized’.
Employment Predictors Continue To Point To Further Gains
The temp staffing index is within a whisper of an all time high just over a month ahead of when it typically peak for the year. This is singling further NFP gains in the months ahead as hiring will continue to accelerate.
Howard Hughes Reports & Development Update
Third quarter 2014 net income increased 39.6%, or $4.4 million to $15.5 million, excluding the $24.7 million non-cash warrant gain and $5.5 million non-cash increase in the tax indemnity receivable.
Auto Sales Indicate Continued Increasing Employment
This week 2 key economic trends saw trend extensions. Light Vehicle Sales came in at 16.349 SAAR(Seasonally Adjusted Annual Rate) and the Household Survey (Employment) came in 683,000 higher.
Falling Rates, Falling Credit Availability
Mortgage credit availability decreased in October, according to the Mortgage Credit Availability Index (MCAI).
Here Come The Luxury Condos In Summerlin
More news about Howard Hughes Corp.'s big community project in Las Vegas.
GDP May Be Ready To Accelerate Growth
Real GDP was better than expected. But, if one looks at the trends then one sees decent but less than historical RGDP.
Billings Index: “Broader Growth For The Entire Construction Industry”
The AIA has added a new indicator measuring the trends in new design contracts at architecture firms that can provide a strong signal of the direction of future architecture billings. The score for design contracts in August was 56.8.
1 to 16 of 42 Posts