Moelis update, page-61

na, not a thing

I suspected I might have lobbed into Melissa's junk mail as it's from a gmail-- so I have sent an email to check to someone else - nothing yet.


I personally don't mind the use of seasons in comms. - as I think it's good for us to know what that really means -- ie. their xmas doesn't mean anything like it does to us - but, the guts of July does mean a lot to them - as far as work goes.

If we are going to be invested in American companies - one needs to get one's head around these things.


I thought the new Moelis report - although still with the same confusion and conservatism - combined with the anns. we have had - and a lot of discussion here among sane holders - actually gives us a fair bit of info - and, from what I see it's all good.

Also big news yesterday - and, to be watched very closely - Brig. Gen. Cheney buying in - his first buy with real money - it will be interesting to watch what happens and his buying patterns in the future - he is quite different to watch - as is Goose ---------- different to watching Gavin and Nick.

No need to repeat what I think will happen - it is primed - just when.

have a great day all

Pinto