Archive for January 12th, 2012

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Thursday, January 12th, 2012
  • Here’s A Credit Card That Looks To Trap ID Thieves By Making Them Think They’re Clever http://t.co/BjtE1Pcy Thieves that goof get fingered Jan 12, 2012
  • $MSFT Said to Plan Marketing Reorganization That Includes Job Cuts http://t.co/tnmiw372 Cuts s/b a last resort option 4 morale reasons $$ Jan 12, 2012
  • @The_Analyst But, no, I don’t think it will happen. Federal regulators are in bed with those that they regulate. All will claim confidential Jan 12, 2012
  • @The_Analyst They should at least be as good as the appointed life actuaries who have to hand the risk model over in full to the regulators. Jan 12, 2012
  • Big ETFs likely to get bigger http://t.co/sMV3gXRB Makes sense; broad aggregate asset class exposures should have large ETFs to implement $$ Jan 12, 2012
  • Vikram Pandit Is on the Right Track http://t.co/W1nKvtrV Banks should make their risk models & data bases public; indep ests validate them Jan 12, 2012
  • Greek Crisis Dries Up Drug Supply http://t.co/6adxylUd This is one of the sadder things about the Eurozone crisis $$ Even aspirin gone Jan 12, 2012
  • This Winter’s Weirdly Warm Weather Explained http://t.co/QwmcdVCT The Arctic & North Atlantic Oscillations explain the drastic difference $$ Jan 11, 2012
  • Red Kite Evangelicals Reap 47% on Copper Bet http://t.co/ZEKFYRtF Doing well? Doing good? Why choose? Jan 11, 2012
  • The great hedge fund humbling of 2011 http://t.co/CAJPuxZD Average fund dropping 4.8% & some stock-focused funds down 19% on average $$ Jan 11, 2012
  • @MarcHochstein True. Almost every bubble leaves something good behind; think of all the dark fiber laid in the early 2000s now being used $$ Jan 11, 2012
  • Awaiting a Greek Payout http://t.co/YrjsFuIb Could Greece’s next rescue payout go straight into the pockets of London hedge funds? $$ #yes Jan 11, 2012
  • Insurers Lifting Rates as Storms Defy Models http://t.co/SF6gQeWf After disasters, well-capitalized insurers benefit from rising premiums Jan 11, 2012
  • Building Skyscrapers Signals Excess, Forecasts Crashes, says Barclays http://t.co/PzkWBb81 Overly cheap capital creates white elephants $$ Jan 11, 2012
  • Yale’s Crash Confidence Index Shows Just How Fearful Investors Have Become http://t.co/eL3jG5j4 Short-term bullish indicator $$ Jan 11, 2012
  • Gen Y: Post Traumatic Stock Syndrome http://t.co/jMmRDwI6 In order to make $$ in the markets, you must survive the bad times. $$ Jan 11, 2012
  • Europe’s $39T Pension Threat Grows http://t.co/HHGm0NcV and in the US: Social Security – January 2012 and Beyond http://t.co/WrElghGi $$ Jan 11, 2012
  • Europe Banks Hoarding Cash Resist Draghi http://t.co/X2yqiTdR Euro-area banks have more than 600 billion euros of debt maturing this year Jan 11, 2012
  • An Imaginary Dustup? The Incalculable Harm of Regulation http://t.co/cB7j2N6e Agricultural regulations anger a farmer; he explains the cost Jan 11, 2012

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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