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
My thoughts on David Tepper's monster bet on bank stocks. [more]
My thoughts on the worst decade for stocks in recorded history and the outlook for the next ten years. [more]
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]
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!
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]
Bankers are lemmings. If there is anything that terrifies them, it's standing apart from the crowd; once [more]
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]
Last Tuesday, I warned large bank shareholders they were at risk of share dilution. As if on cue,... [more]
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]
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 For my trouble, some readers suggested I was basing my arguments on outdated capital ratios; still, I didn't expect...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]
By now, it's common knowledge that the recession is over; Warren Buffett implied it back in September. Hold on,... [more]
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]
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]
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]