Post 950

When I began this blog, I would do a post every 100 posts that pertained to the blog itself, my readers and me.  I did not do a “Post 900″ for a number of reasons.  This post is meant to make up for it.  For those that echo my blog, like Seeking Alpha, I ask that you republish this, because I need it this time.

I love writing, but that is not what I do best.  My best talents are managing equity assets.  I have a pitch book that explains my methods, and how I have beaten the S&P 500 since September of 2000.  My problem is this: if you don’t have an institutional investor, institutional investors won’t invest with you.  So, if you have influence over an institutional investor, ask them whether they would be willing to consider me, and I will send them my pitchbook, updated to the end of April 2009.

Again, thanks to all my readers.  Your time is limited, so appreciate that you consider me.  If I gain an institutional investor, oddly, that will free me to write more.

Here is my e-mail address.






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One Response to Post 950

  1. AllanF says:

    Hello David,

    I thought you would really appreciate this TED talk on cheating and what makes people more or less likely to rationalize it.

    http://www.creditbloggers.com/2009/05/standard-economics-vs-behavioral-economics-.html

    “[H]e tempted people to cheat. He told a new group of test takers to score their own tests and tell Ariely how many questions they got correct. These volunteers reported, on average, that they solved seven questions. The interesting thing about this, says Ariely, was that the higher average wasn’t because a few people cheated a lot; rather, it was because a lot of people cheated a little.”

    Rhetorical question for you and readers, but after watching the video do you think the responses to date to the credit crisis by Bernake, Paulson, Geithner, et al have been more or less likely to make the banks be “aggressive” in their accounting? What about the parade of CEO’s over the last 12 or 14 months saying all was fine with their capital base as little as days before bankruptcy?

Disclaimer


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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