The Aleph Blog » Blog Archive » Post 150

Post 150

Every now and then I do a post to talk about the blog itself, and my future plans for it.  While talking with an old friend of mine, who founded and majority owns a company that makes the best commercial lawn mowers in the world (full disclosure: I own a little less than 1%), I told him about my blog, and he thought it made perfect sense for me to do it.  Regardless of the eventual result, he said that I was building my brand.

I never thought of it that way before, and much as I like contributing to, I am putting more of my thinking, and the better part of my thinking here.  So where am I going with the blog in the near term?

  • Finishing off the portfolio reshaping.  RealMoney will see the results of this second, and the blog first.
  • I have five news compendia posts coming on Economic Theory, Macroeconomics, Speculation, Derivatives (yes, Bear, subprime, and more), and Miscellaneous (the grab bag).
  • I also plan on improving some of the permanent pages, particularly my bio, fleshing out the investment books that I have learned from, and fleshing out my investment performance, so that I can publicly display it to readers (I’ve had a great last seven years).

Now, my ultimate goals are to either start an investment newsletter or start my own investment shop.  I have described what I would do on the following permanent pages (newsletterinvestment management).  So far, I have gotten about 20 bites on the newsletter, but I would need a minimum of 100 to make me quit my job to do that.  As for investment management, I am actively interested in any seed investor that would be willing to fund me.  Aside from that, I am still working with a fellow who is looking to revolutionize the health insurance industry, who if he gets funded, would like me to be his CIO.  We’ll see.

Because my main calling is to be a good husband and father, I can live with delays in my longer-term planning; things are going well.  I also have a calling to my church, which is having its annual meeting this coming week.  I can’t tell whether I will be posting more or less while I am at the conference; I’ll see what I can do.

Regardless, have a great week as the second quarter finishes up.

Christianity, Portfolio Management | RSS 2.0 |

5 Responses to Post 150

  1. Tomxp says:

    I don’t know how you get feedback on your readership, but wanted you to know that I very much enjoy your articles and thinking and make a regular habit of stopping by. May your ‘brand’ thrive!

  2. Paul says:

    Hi David! I posted a question about credit spreads a few days ago. It was a question about how to track credit spreads. Tony Crescenzi mentioned tracking swap spreads in an article on Real Money. How and where would an individual investor go about doing this? Are there particular websites that you look at to monitor credit spreads? Thank you…

  3. Joe Bentz says:

    Thanks for the update on your plans. It would seem to be very much in accord with what seems (to me) to be your deeper professional calling to continue on the path to running your own investment shop. Best wishes in all this unfolding as you choose.

  4. Thanks to all of you. Paul, I responded on the prior post.

  5. pammysnyder says:

    I really like your webpage. Thank you!!!


David Merkel is an investment professional, and like every investment professional, he makes mistakes. David encourages you to do your own independent "due diligence" on any idea that he talks about, because he could be wrong. Nothing written here, at RealMoney, Wall Street All-Stars, or anywhere else David may write is an invitation to buy or sell any particular security; at most, David is handing out educated guesses as to what the markets may do. David is fond of saying, "The markets always find a new way to make a fool out of you," and so he encourages caution in investing. Risk control wins the game in the long run, not bold moves. Even the best strategies of the past fail, sometimes spectacularly, when you least expect it. David is not immune to that, so please understand that any past success of his will be probably be followed by failures.

Also, though David runs Aleph Investments, LLC, this blog is not a part of that business. This blog exists to educate investors, and give something back. It is not intended as advertisement for Aleph Investments; David is not soliciting business through it. When David, or a client of David's has an interest in a security mentioned, full disclosure will be given, as has been past practice for all that David does on the web. Disclosure is the breakfast of champions.

Additionally, David may occasionally write about accounting, actuarial, insurance, and tax topics, but nothing written here, at RealMoney, or anywhere else is meant to be formal "advice" in those areas. Consult a reputable professional in those areas to get personal, tailored advice that meets the specialized needs that David can have no knowledge of.

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