Commentary

Company updates, market commentary, case studies and other topics we consider worth discussing

EROC: Organizing a Fragmented Shareholder Base

EPL: Enhancing Value for the Equity

GGP: A Case Study in Internet Activism

The ETF Market: Size, Growth, and Impact

Profiting Off the Herd Instinct

Employment vs Unemployment

Correlation Between Commodities and the S&P

TARP Dividend Repayment

Primer on Banks

Housing Market & Construction Costs: Builders Can’t Justify Investment

National Presto: 40mm Ammunition

National Presto: The Absorbents Business