Speaking as someone who used to have their "HML Goggles" firmly...

Speaking as someone who used to have their "HML Goggles" firmly attached, I can tell you that this is one of those things where you need to ask yourself the right questions and come to the realization yourself - otherwise it's just someone else telling you their opinion. 

But think about it.  There are so many dots here...  What do you see when you connect them?

I know you want a straight answer to your question and I'd love to give you one but I'm afraid I have more questions for you:

- If people have been spruiking HML/BHD - why was it necessary for someone to do this and when did they start?

- If McAuliffe is as talented as he has claimed to be, and has made legendary returns from trading, why is he not doing that now?

- If McAuliffe is capable of achieving a 100% return from trading, why tie up $2.4M of HML's capital in an unsecured loan to JBL at only 11.5%?