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TMFAleph1 (95.07)

December 2009

Recs

5

Investing in a No-Growth Market

December 29, 2009 – Comments (0) | RELATED TICKERS: GE , BRK-B , JPM

My thoughts on investing in the "new normal".

On another note, for those who are interested in following/ commenting on my analysis on a different platform, I can now be found on Twitter.

Alex Dumortier, CFA

Recs

3

How to Earn $7 Billion Betting on Bank Stocks

December 24, 2009 – Comments (0) | RELATED TICKERS: C , BAC , WFC

My thoughts on David Tepper's monster bet on bank stocks.   [more]

Recs

4

The Worst Decade for Stocks... Ever

December 23, 2009 – Comments (4) | RELATED TICKERS: GS , BRK-B , L

My thoughts on the worst decade for stocks in recorded history and the outlook for the next ten years.  [more]

Recs

2

The Biggest Investing Danger in 2010

December 22, 2009 – Comments (2) | RELATED TICKERS: JPM , GS , BRK-B

Here's my take on the biggest investing danger in 2010 ('biggest' may be an overstatement, there are any number to choose from -- sovereign debt crisis, commerical real estate, double-dip recession, Chinese banking crisis, early rate hike, etc. -- and I could only choose one.)  [more]

Recs

1

Marathon Man is on Twitter!

December 21, 2009 – Comments (0) | RELATED TICKERS: BRK-B , BAC , C

I finally succumbed. If you enjoy my articles/ analysis, another way to keep track of what I'm publishing is to follow me on Twitter at:

The_Long_Run on Twitter

Thanks for your interest!

Alex Dumortier

 

 

Recs

3

3 Predictions for the Banking Sector (Incl. 30% Fewer Banks!)

December 17, 2009 – Comments (1) | RELATED TICKERS: BAC , C , JPM

I recently took part in a Roundtable on the future of banking in which I offered three predictions. Keep in mind that the timeframe for these predictions is 10 years -- these aren't end-of-year predictions for 2011.  [more]

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4

Wells Fargo Goes Off the Cliff

December 15, 2009 – Comments (0) | RELATED TICKERS: C , WFC , BRK-B

Bankers are lemmings. If there is anything that terrifies them, it's standing apart from the crowd; once [more]

Recs

9

Citi Wants Out. What About Shareholders?

December 10, 2009 – Comments (6) | RELATED TICKERS: BAC , C , JPM

Bank of America's (NYSE: BAC) plan to repay $45 billion in TARP bailout funds, which was completed this week, left Citigroup (NYSE: C) in a lurch. Citi now urgently wants... [more]  [more]

Recs

2

Citi's Race Against Time

December 07, 2009 – Comments (0) | RELATED TICKERS: BAC , C , GS

Last Tuesday, I warned large bank shareholders they were at risk of share dilution. As if on cue,... [more]

Recs

4

Thje Bubble That's Refusing to Die

December 04, 2009 – Comments (1) | RELATED TICKERS: GS , BAC , C

They're back! According to the Financial Times, bubble-era financing practices that were buried with the crisis have risen from the grave in recent weeks. This resuscitation is more confirmation that... [more]  [more]

Recs

4

BofA Dilutes Shareholders. Who's Next?

December 03, 2009 – Comments (2) | RELATED TICKERS: BAC , C , WFC

Within the last ten days, I wrote two articles warning investors about the risk of share dilution at top banks. For my trouble, some readers suggested I was basing my arguments on outdated capital ratios; still, I didn't expect... [more]  [more]

Recs

6

Psst! The Recession Ain't Over, Folks

December 02, 2009 – Comments (0) | RELATED TICKERS: AAPL , C , BRK-B

By now, it's common knowledge that the recession is over; Warren Buffett implied it back in September. Hold on,... [more]

Recs

2

Stocks: Out. Bonds: Out. What's Left?

December 01, 2009 – Comments (0) | RELATED TICKERS: UNH , PFE , COP

In his most recent report, respected asset allocation consultant Andrew Smithers concludes that basically all bonds are overpriced (see table below), whether they be... [more]

Recs

1

Will Gold Go to $6,300?

December 01, 2009 – Comments (0) | RELATED TICKERS: GLD , AUY , SLV

That is the gold valuation iconoclastic Societe Generale analyst Dylan Grice proposes in a recent issue of his regular client note, Popular Delusions. Surely, if he is correct,... [more]

Recs

7

Banks: The Problem That Won't Die Quietly

December 01, 2009 – Comments (0) | RELATED TICKERS: BAC , C , JPM

Last week, Dominique Strauss-Kahn, the head of the IMF, told a conference in the U.K. that almost half of total bank losses may remain undisclosed on bank balance sheets... [more]

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