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TMFAleph1 (95.15)

June 2010

Recs

10

Don't Sell Gold Before These Bankers Buy It

June 30, 2010 – Comments (10) | RELATED TICKERS: ABX , GG , GLD

We may be witnessing the start of a significant shift that is bullish for gold. I welcome all constructive/ informed feedback.

Alex Dumortier

Recs

3

This Is a Stockpickers' Market

June 29, 2010 – Comments (0) | RELATED TICKERS: XOM , HPQ , MCD

My thoughts on the subject. I welcome all constructive/ informed feedback.

Alex Dumortier

Recs

3

3 Numbers to Watch This Week

June 28, 2010 – Comments (0) | RELATED TICKERS: GIS , MU , BKS

Macro trumps micro in this market -- these are the indicators to watch this week. I welcome all constructive/ informed feedback.

Alex Dumortier

Recs

4

BP's Dividend: You Don't Know The Worst Of It

June 18, 2010 – Comments (0) | RELATED TICKERS: XOM , BP , CVX

It's not just about when BP reinstitutes its dividend, but at what level. I welcome all constructive/ informed feedback.

Alex Dumortier, CF

Recs

5

Buffett's Favorite Indicator Points Down

June 17, 2010 – Comments (1) | RELATED TICKERS: BRK-B , PFE , WMT

My thoughts on the matter. I welcome all constructive/ informed feedback.

Alex Dumortier

Recs

8

The Endgame for Fannie & Freddie Shareholders?

June 16, 2010 – Comments (0) | RELATED TICKERS: FNMA , FMCC , AIG

My thoughts on the Federal Housing Finance Agency's decision to have Fannie Mae (NYSE: FNM) and Freddie Mac (NYSE: FRE) delist their shares.

Alex Dumortier

Recs

3

Banks: Wave These Profits Goodbye

June 15, 2010 – Comments (6) | RELATED TICKERS: BAC , JPM , GS

The proposal that banks create seperately capitalized entities for swaps trading appears to be gaining momentum.

Alex Dumortier

Recs

3

Does Goldman Need a New CEO?

June 11, 2010 – Comments (1) | RELATED TICKERS: BRK-B , JPM , GS

My thoughts on this question. I welcome all constructive, informed feedback.

Alex Dumortier, CFA

Recs

1

Video: Nassim Taleb Interview

June 10, 2010 – Comments (1) | RELATED TICKERS: GS , JPM , C

James Surowiecki (former Fool writer, author of The Wisdom of Crowds) interviews Nassim Taleb. Includes a discussion of some of the concepts presented in the essay Taleb has added to the new edition of The Black Swan.

If you don't like Taleb, you won't probably won't like him more after watching the interview.

Recs

13

A Rational Opinion on Gold

June 06, 2010 – Comments (15) | RELATED TICKERS: GLD , AUY , BRK-B

There is so much rubbish being written on either side of the debate on gold, that when you come across someone with a few sensible things to say, it's worth pausing to listen to them.  [more]

Recs

2

The Heart of the Problem With Big Banks

June 06, 2010 – Comments (0) | RELATED TICKERS: GS , BAC , C

A good article from The Economist (Time For a Rent Cut, Jun. 3, 2010) that identifies the fundamental problem with large banks and refers to a market-oriented solution.

Alex Dumortier

Recs

5

Special Situation in Telecoms

June 06, 2010 – Comments (11) | RELATED TICKERS: FTR , BRK-B , T

In his Streetwise column in Barron's this week (Home on the Range, Barron's, Jun. 5, 2010), Michael Santoli describes an interesting special situation in the Telecoms sector: Frontier Communications (NYSE: FTR).

Alex Dumortier

 

Recs

9

Bear Rebuttal: The Market is Pricier Than You Think

June 02, 2010 – Comments (2) | RELATED TICKERS: UNH , CVX , AIG

My rebuttal to an earlier Fool article claiming the market may be cheaper than you think. I welcome all constructive, informed feedback.

Alex Dumortier

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