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TMFAleph1 (94.88)

August 2011

Recs

3

What's Next for the Dow?

August 31, 2011 – Comments (0) | RELATED TICKERS: DIA , MSFT , IWM

The Dow's Back in the Black -- What's Next?

Alex Dumortier

Recs

2

3 Lessons From a Super-Investor's Slip

August 31, 2011 – Comments (0) | RELATED TICKERS: GLD , BAC , JPM

3 Lessons From a Super-Investor's Slip

You can follow me on Twitter.

Alex Dumortier

Recs

9

Michael Lewis: Great Writer, Poor Journalist?

August 29, 2011 – Comments (2) | RELATED TICKERS: BRK-A , GS , JPM

I really enjoy Michael Lewis's books and we went to the same school, but I think this blogger's argument is legitimate. Lewis is foremost a storyteller, not an analyst. Lewis is a master at crafting a narrative for a given topic; sometimes that narrative is a useful and accurate interpretation of the facts and sometimes it isn't. I think too many people automatically assume the former.   [more]

Recs

2

The Fed Should Halt Banks' Share Buybacks

August 29, 2011 – Comments (0) | RELATED TICKERS: BAC , JPM , GS

My latest piece on macro-prudential policy (a bit wonkish, I know):

The Federal Reserve: Looking for the "on" switch | The Economist

Alex Dumortier

Recs

2

Don't Expect Anything Over 7%

August 29, 2011 – Comments (0) | RELATED TICKERS: BRK-B , GOOGL , MSFT

Don't Expect Anything Over 7%

You can follow me on Twitter.

Alex Dumortie

Recs

6

Tomorrow's Market Decline Doesn't Matter

August 25, 2011 – Comments (7) | RELATED TICKERS: JNJ , BAC , MSFT

Tomorrow's Market Decline Doesn't Matter

Alex Dumortier

Recs

4

Ignoring the Obvious

August 22, 2011 – Comments (0) | RELATED TICKERS: BAC , C , JPM

One of the conundrums of the credit crisis was why banks kept some exposure to the securitizations they issued even as the quality of the underlying loans was declining? Unfortunately, a new paper published by the NBER that addresses the question ends up muddying the water by casting doubt on some of the accepted explanations of the credit bubble. The paper reads like a case study on some of the dysfunctions of academic economics research.  [more]

Recs

6

The Genius Investor No-one is Following

August 18, 2011 – Comments (4) | RELATED TICKERS: MSFT , BP , JNJ

The Genius Investor No-one is Following

You can follow me on Twitter.

Recs

7

Something Insightful From a Precious Metals Expert

August 11, 2011 – Comments (3) | RELATED TICKERS: GLD , SLV , AUY

This commentary dated April 2011 from Hinde Capital, the UK equivalent of Sprott Asset Management, is extraordinarily rich and insightful.

Alex Dumortier

Recs

4

3 Stocks Insiders Are Buying Now

August 10, 2011 – Comments (3) | RELATED TICKERS: BRK-B , WFC , JPM

3 Stocks Insiders Are Buying Now

Alex Dumortier

 

Recs

6

Head of World Gold Council on Bloomberg

August 09, 2011 – Comments (3) | RELATED TICKERS: GLD , SLV

George Milling-Stanley, Managing Director, Government Affairs at the World Gold Council was interviewed on Bloomberg this morning. Mostly going over things that everyone who follows gold already know, but I was surprised to hear him say:   [more]

Recs

6

Gold Exit Price

August 08, 2011 – Comments (17) | RELATED TICKERS: GLD , SLV , AUY

I thought the goldbugs might be interested in something Tom Gardner just posted as part of today's Live Chat:  [more]

Recs

1

Cash is King

August 08, 2011 – Comments (1) | RELATED TICKERS: GE , JNJ , F

I wrote this article, which was published last Friday:

Financial markets: Cash is king | The Economist

Alex Dumortier

Recs

4

Gold Isn't the Big Trend

August 03, 2011 – Comments (2) | RELATED TICKERS: GLD , ISV , PFE

Gold Isn't the Big Trend

You can follow me on Twitter.

Alex Dumortier

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