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TMFAleph1 (96.13)

April 2011

Recs

12

Gold & Silver will fall by two-thirds

April 29, 2011 – Comments (11) | RELATED TICKERS: GLD , SLV , SLW

Take your pick from either of these two related articles, or take advantage of my best offer: Read both for the price of one!   [more]

Recs

6

The Bull 'n Bear on the end of QE2, revisiting the yuan

April 25, 2011 – Comments (2) | RELATED TICKERS: BRK-B , SLV , GLD

Last week, I mentioned China's efforts to internationalize the use of the yuan. Lo and behold, last week witnessed the first yuan-denominated offshore IPO. Indeed, Li Ka-Shing, the Hong Kong real estate billionaire floated a REIT in Hong Kong. Personally, I prefer to avoid buying when property billionaires are selling, but that's another matter (sort of like when Blackstone (NSYE: BX) went public).  [more]

Recs

15

The Bull 'n Bear on Gold, Uncle Sam's 'AAA' Rating

April 22, 2011 – Comments (7) | RELATED TICKERS: BRK-B , GLD , WFC

In today's WSJ:  [more]

Recs

7

TMFMarathonMan is no longer...

April 21, 2011 – Comments (1) | RELATED TICKERS: BRK-B , GLD , VWO

I've been wearing the moniker TMFMarathonMan for roughly four-and-a-half years and I decided it was time for a change. My new username is TMFBullnBear, which represents my fascination in the cyclical nature of financial markets.  [more]

Recs

6

The Bull 'n Bear on a Tale of Two Worlds

April 21, 2011 – Comments (0) | RELATED TICKERS: BRK-B , PBR , PTR

There are a few interesting items in today's WSJ:  [more]

Recs

3

The Bull 'n Bear on the Yuan, Goldman Sachs

April 20, 2011 – Comments (0) | RELATED TICKERS: BRK-B , GS , GLD

Two items that caught my eye in today's papers:  [more]

Recs

4

The Bull 'n Bear on Two Bubbles

April 19, 2011 – Comments (1) | RELATED TICKERS: BRK-B , GOOGL , AAPL

The thing that struck me in today's review of the press was the contrast between two bubbles at two different stages of their development.  [more]

Recs

3

3 E-Mails That Explain the Crisis

April 18, 2011 – Comments (0) | RELATED TICKERS: C , BAC , GS

3 E-Mails That Explain the Crisis. You can follow me on Twitter.

Alex Dumortier

Recs

14

Bull 'n Bear on AAA Rating, Small-Caps

April 18, 2011 – Comments (0) | RELATED TICKERS: BRK-B , GS , JPM

The two stories that caught my eye this morning:  [more]

Recs

12

The Conspiracy Theorist's History of Gold

April 14, 2011 – Comments (5) | RELATED TICKERS: AUY , GLD , ABX

The Conspiracy Theorist's History of Gold. You can follow me on Twitter.

Alex Dumortier

Recs

1

Earning Season: The Last Hurrah for Stocks?

April 13, 2011 – Comments (0) | RELATED TICKERS: GE , ITW , KRFT

Earnings Season: The Last Hurrah for Stocks? You can follow me on Twitter.

Alex Dumortier, CFA

Recs

2

Bill Gross & PIMCO Are Short Uncle Sam

April 12, 2011 – Comments (2) | RELATED TICKERS: BRK-B , GLD , ABT

Bond Guru Bill Gross is Short Uncle Sam. You can follow me on Twitter.

Alex Dumortier, CFA

Recs

1

Goldman: Sell Commodities

April 12, 2011 – Comments (0) | RELATED TICKERS: XOM , COP , GLD

Goldman's Call: Sell Commodities! You can follow me on Twitter.

Alex Dumortier, CFA

 

Recs

3

Investors: See No Risk, Hear No Risk

April 07, 2011 – Comments (2) | RELATED TICKERS: AAPL , GOOGL , VXX

This indicator is flashing red, but for investors, it's a case of see no risk, hear no risk.

Alex Dumortier

Recs

2

Berkshire and Sokol: The Final Word

April 06, 2011 – Comments (0) | RELATED TICKERS: GS , BRK-B , GE

Berkshire and the Sokol Scandal: The Final Word. You can follow me on Twitter.

Alex Dumortier

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