Joe Helmer

A mountain lion was captured and is under observation after being found in front of a home in Santa Rosa on Tuesday night, police said. ktvu.com/news/mountain-…

@HesterPeirce Commissioner Pierce: The comment letter I submitted did reference orphaned preferred securities, but not specifically “fixed income.” There are many types of securities that should have been exempted: including preferreds, banks, and insurance companies. Robotically is right.

15c2-11 sounds like a robot, but we shouldn't apply it robotically: sec.gov/news/public-st…

@jjwarmenhoven Congrats!

Congrats Emily on your commitment to play D1 volleyball at Belmont University. Proud of you!!

@GWInvestors Great comments Steven, I agree. Conversely - I have a lot of smart friends long value that still don't realize that most of their trade is just long interest rates. Hey..wait a minute...Am I in that group?🤔

12/ the inconvenient truth behind all of this, though, is that if the Fed goes to YCC, we'll resume the trade of "Terminal Value > Present Value." I have a lot of very smart friends long compounders that still don't realize that most of their trade is just short interest rates...

1/ the next big trade seems almost too obvious that it’s going to be a boring company / value revival. I’ve been debating with friends (@GreenhavenRoad @AboveAvgOdds @LaughingH20Cap @Dan_Roller @macrotwain) over the past couple of days, and most are skeptical, so here’s my case.