It's time to move on Bradford. I've managed to build up enough of a position in both commons and jps over the post-scotus ruling that I'm perfectly content with.
Today marks the end of an era in my life. It is time for me to start allocating all future resources (capital and energy) away from FnF and into other ventures.
Since we're so well acquainted with GSEs... could I possibly introduce you to farmer mac. FnF's cousin in the farmland business. 1B market cap but with 5% market share of the farmland secondary mortgage business.
Last but not least... I may be around less often here but I'm never selling. I don't think I'm wrong and I'm going to take this to the grave with me.
Quote:i am working on trying to live a more balanced life while i wait for this bird to cook. i've felt obligated to make changes recently and --- who knows where we are in thanksgiving but i hope we both make it that far and i wish us well.
given how low the prices are now, it is not impossible for anything to happen. tax loss selling is one hell of a drug.