Continuing his Blogger Wisdom series, Tadas Viskanta asks his panel What company that is currently private would you most like to see go public? This could be for investment purposes, entertainment value or sheer curiosity? Here are some of my favorite replies: Peter Lazaroff, Peter Lazaroff, @peterlazaroff: I’d love to see a U.S. sports franchise go public...Read More

Interesting price action in MLPs today. Some Twitter banter: Either someone fat fingered a trade in $EPD an hour ago, or a BIG holder had to get out in a hurry. Seems to be recovering. pic.twitter.com/lJDe6el3oO — Charles Sizemore (@CharlesSizemore) March 27, 2018 The narrative making the rounds is that a big institutional player had...Read More

Random musings on the meltdown in REIT prices: This is a bloodletting in triple-net REITs. $VER $O $NNN. — Charles Sizemore (@CharlesSizemore) May. 8 at 02:35 PM Glad to see $VER buying back shares. At current prices, that's a better use of funds than buying pricey real estate: https://seekingalpha.com/pr/16832306-vereit-inc-announces-200-million-share-repurchase-program — Charles Sizemore (@CharlesSizemore) May. 15...Read More

Somewhere there is a “Sell Rosh Hashana, buy Yom Kippur” joke to be inserted here: The rare S&P 'bacon' formation @UPB: Smoked ham, crispy bacon, amazing BBQ ribs at end of this corpulent pig pattern — Howard Lindzon (@howardlindzon) Sep. 23 at 12:57 PM @howardlindzon, I'm afraid that chart pattern might not be kosher. —...Read More