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The Aleph Blog
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.
Listed in: Investing
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Author: David Merkel
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5.6
average
based on editor's review
2 user reviews 10.0
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Posted on Thursday July 3, 2008 at 12:39 AM
Here is my initial list of replacement candidates for the third quarter 2008 portfolio reshaping: AA    ACMR    ACS    ACXM    ADP    AEM    AEO    AET    AFFM    AHL    AIB    AINV    ALL    AME    AN    APA    ARP    ATWO    AVID    AVZA    AXS    AYR    BAGL    BCPC    BDK    BGC    BHI    BJS    BKS    BLL Â...
Posted on Tuesday July 1, 2008 at 01:14 AM
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 [...]...
Posted on Saturday June 28, 2008 at 05:42 AM
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 [...]...
Posted on Friday June 27, 2008 at 03:20 AM
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?  [...]...
Posted on Friday June 27, 2008 at 02:38 AM
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 [...]...
Comments & Reviews:


Chris O.
10.0
superb
  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.
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Posted 5/11/08 3:05 AM


a m.
10.0
superb
  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.
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Posted 5/10/08 3:05 AM