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Year: 2020

Non-April Fools' post: some "shower thoughts" on the post-Corona investing environment

Posted On April 1, 2020
My wife and I have a joke about something we call "shower thoughts." Shower thoughts are thoughts that have some combination of complexity, deepness, and quirkiness; for example, yesterday her shower thought was "People under house arrest must feel so lucky right now; it's not even a punishment since it's what they'd have to do […]

Premium Post: Taubman (TCO) preferred arbitrage

Posted On March 31, 2020
I prefer the preferreds to the common.

Some things and ideas: March 2020

Posted On March 31, 2020
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Quickie Idea: one more preferred opportunity: $NYMT prefs

Posted On March 30, 2020
I've mentioned a few times that I think there are some interesting opportunities in the preferred space right now. I even gave an example with BPYPP (which is up ~50% since I posted it, and of course I wasn't long!). Today I wanted to highlight another of the opportunities I'm looking at: NYMT's prefs. There […]

Preferred dislocation opportunity example: $BPYPP

Posted On March 23, 2020
I mentioned on twitter that I was seeing a lot of dislocations in preferred stocks. The tweet got a lot of engagement, so I wanted to expand on it a little bit with an example here.

Some thoughts and opportunities from the Corona panic

Posted On March 20, 2020
As mentioned in my previous post, it's been a rough month. That applies to both me personally, to me as an investor (I had a.... very large position in AER), and I'm guessing to humanity as a whole.

Markets in meltdown: a quick note

Posted On March 18, 2020
I just wanted to put a quick note out there given the absolute carnage in the market and basically the whole world over the past few weeks..

Some updated thoughts on $AER

Posted On March 3, 2020
I mentioned AER in my markets in semi-panic post last week, and I wanted to revisit the stock this week.

Some things and ideas: February 2020

Posted On March 2, 2020
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Markets in (semi)Panic 3: not even a semi-panic yet

Posted On February 26, 2020
Every now and then, I'll write a "markets in Panic" post. It's generally on the heels of a 10-20% decline when people are freaking out a bit. The last one I did was in December 2018. That post didn't quite mark the bottom; the market would drop another 5-7% over the next week before bottoming […]
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