May 2010
May 28, 2010 –
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RELATED TICKERS: GLD
, PG
, GS
Excellent article on the Fed's role in the 'flash crash' by Mark Spitnagel, an associate of Nassim Taleb.
Alex D
May 24, 2010 –
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RELATED TICKERS: COP
, BP
, USO
My thoughts on this subject. I welcome all constructive, informed feedback.
Alex Dumortier
May 20, 2010 –
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RELATED TICKERS: GLD
, GDX
, AUY
My thoughts on this subject. I welcome all constructive, informed feedback.
Alex Dumortier
May 20, 2010 –
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RELATED TICKERS: INTC
, BAC
, GE
Now that stocks have entered correction territory -- at least on an intraday) basis -- I thought I'd highlight my thoughts from Monday on this question. I welcome all constructive, informed feedback.
Alex Dumortier
May 19, 2010 –
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RELATED TICKERS: VWO
, EEM
, GLD
My thoughts on the subject, including a few asset allocation recommendations. I welcome all constructive, informed feedback.
Alex Dumortier
May 13, 2010 –
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RELATED TICKERS: JPM
, C
, GS
Yesterday, in Morgan Stanley Wishes It Weren't Like Goldman Sachs (May 12, 2010), I wrote: [more]
May 12, 2010 –
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RELATED TICKERS: MSFT
, ORCL
, IBM
Forgive me if I blow my own horn a little bit. [more]
May 12, 2010 –
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RELATED TICKERS: GS
, MS
, BAC
My thoughts on the latest investigation of a Wall Street firm. I welcome all constructive, informed criticism.
Alex Dumortier
May 11, 2010 –
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RELATED TICKERS: FNMA
, AIG
, FMCC
My thoughts on this curious phenomenon. I welcome all constructive, informed feedback.
Alex Dumortier
May 10, 2010 –
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RELATED TICKERS: UBS
, TOT
, CS
My thoughts on this question. I welcome all constructive, informed feedback.
Alex Dumortier
May 05, 2010 –
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RELATED TICKERS: JDSU
, MU
, AMD
My thoughts on a red-hot market and the lessons for stock investors. I welcome all constructive, informed criticism.
Alex Dumortier
May 04, 2010 –
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RELATED TICKERS: BRK-B
, JPM
, GS
Lloyd Blankfein was looking for advice, but Buffett didn't have any to give -- or so he said. I welcome all constructive, informed criticism.
Alex Dumortier
May 03, 2010 –
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RELATED TICKERS: JNJ
, GE
, XOM
My thoughts on this matter. I welcome all constructive, informed criticism.
Alex Dumortier
May 03, 2010 –
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RELATED TICKERS: FCX
, GLD
, BHP
Some thoughts on the matter in the current context. I welcome all constructive, informed feedback.
Alex Dumortier