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MAY CLIENT LETTER: ACKMAN IS BRILLIANT & LEVERAGING YEAR TO DATE PERFORMANCE

What follows is a section from the “Thoughts & Analysis” portion of...

PORTFOLIO UPDATE: AN ISSUE OF SELF-DYNAMICS

IMH was liquidated from the portfolios this week in the 20-21 range for what...

SO IMPAC DECIDES TO RAISE SOME CASH…..

T11 Capital is currently long shares of IMH. Original research report...

CONSERVATIVE ARROGANCE IN A BULL MARKET

In browsing through the noise with a focus on discovering the rare signal...

CLIENT LETTER: MARKET OUTLOOK

What follows is a section from the “Thoughts & Analysis” portion of...