Quote:
Originally Posted by Strange Brew
I think the difference may be that the Jones trade wasn't there unles they took salary back. So it's a question of do nothing vs. make the trade. Both decisions were economically about the same. In your Hudler scenario they are economically worse off by retaining salary. If that was even in the table.
I agree with your assessment of the Hudler trade. I was mildly disappointed in the return but it did look like the market for forwards was moving away from them. I give BT an A minus. An A for the Russell trade and a B for Hudler since ultimately there were other, somewhat comparable forwards moved for a better return.
In total, I think selling is easier than buying. I want to see what he can do in building vs. tearing down.
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I agree with you. But I'm not sure Benning does!