At my blog there are two main purposes: teaching investors about better investing through risk control, and tying all of the markets into a coherent whole.
Editor reviews are provided by professional editors who evaluate a blog based on the following criteria: Frequency of Updates, Relevance of Content, Site Design, and Writing Style.
User rating is calculated as an average of the user ratings. If this rating differs significantly from our editor's rating our editors may re-evaluate this blog.
Here is my initial list of replacement candidates for the third quarter 2008 portfolio reshaping: AAÂ Â Â ACMRÂ Â Â ACSÂ Â Â ACXMÂ Â Â ADPÂ Â Â AEMÂ Â Â AEOÂ Â Â AETÂ Â Â AFFMÂ Â Â AHLÂ Â Â AIBÂ Â Â AINVÂ Â Â ALLÂ Â Â AMEÂ Â Â ANÂ Â Â APAÂ Â Â ARPÂ Â Â ATWOÂ Â Â AVIDÂ Â Â AVZAÂ Â Â AXSÂ Â Â AYRÂ Â Â BAGLÂ Â Â BCPCÂ Â Â BDKÂ Â Â BGCÂ Â Â BHIÂ Â Â BJSÂ Â Â BKSÂ Â Â BLLÂ Â...
It is a wondrous thing to be the global reserve currency. We can run government deficits of any size that we want, and the rest of the world gets to fund us by buying our debt. Thus, when I look at calls for still greater stimulus (through Government spending and borrowing) from men like Bill [...]...
What did I do last week while the market was being whacked? I bought some Reinsurance Group of America, Shoe Carnival, YRC Worldwide, SABESP, and Universal American. I reduced cash in the portfolio from 11% to 8%. It may have hurt me in the short run, but should be good in the long run. I have [...]...
This post will probably be too brief, but here goes. The most important aspect of analysis is trying to gauge any sort of sustainable competitive advantage. Qualitatively, do they really have something special going that other are unlikely to imitate? Second, do they fit their paradigm? If they are growth investors, do they use momentum? [...]...
Hi. I'm back home, and happy, before a one-day turnaround where I leave again. We were able to get the business of the church done one day ahead of schedule. While at the meeting, I had no internet… there is something odd about my laptop that blocked them from connecting me, and, they messed up [...]...
Wow, I don't even think the editor read this blog. David Merkel has one of the most intelligent, informative, and balanced financial blogs on the internet. There are only two blogs I check every day and one of them is the Aleph Blog.
David Merkel is one of the most knowledgable commentators on the markets. The breadth and depth of the commentary is almost unique - you probably won't get opinions of the same quality on accounting, bonds, currency, macroeconomics, and stocks from any other single source.
Login
