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Thanks to all who wished me well over the last couple of days.  I am about back to 90% right now. Just about anytime the grandkids show up and bring their daycare and school germs we pay a price for it.A reader asks who we follow on Seeking Alpha--only 2 really.  Brad Thomas on REIT's and BDC Buzz on BDC's.…

We can't say that we are unhappy with our YTD performance (up 8.82%), but we did manage to screw up by holding some weak oil preferreds and now we are noting that the markets are starting to price in future economic problems in lower quality preferreds and exchange traded debt issues.We are thankful that we mostly succeeded in navigating the…

Well we are back after a bit of a 24 hour bug and as always the markets are moving.  A nice 200 point gain in the Dow is probably just a relief rally of sorts before we get more global bad economic news.The last couple of days it was interesting to watch the talking heads chat about "what is wrong…

We are now seeing a true disruption to the equity markets as foolish people finally wake up to the reality of the global marketplace.  We have written about it every week or 10 days for months and months--how can the U.S. go it alone, economically speaking, while the rest of the world teeters on the verge of recession?We know that…

December 8, 2014  11:30 pmThe common stock of little Escalera Resources(ticker:ESCR) closed at 77 cents today.  From this close you would expect that they would be ready to go out of business any minute, but in our opinion based upon a review of all available information (website, 10q's and 10K's) nothing could be further from the truth.  Escalera is one of…