My Portfolios
In the near term, I hope to have my portfolios up on this page. They are presently listed over at Stockpickr.com if you would like to see them there.
The Aleph Blog
Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control
Aleph Blog Feed- Queasing over Quantitative Easing, Part V
- Recent Portfolio Actions
- Queasing over Quantitative Easing, Part IV
- Tickers for the Current Portfolio Reshaping
- Queasing over Quantitative Easing, Part III
- Industry Ranks August 2010
- Ten More Notes on the Current Market Scene
- Ten Notes on the Current Market Scene
- Managing Illiquid Assets
- Queasing over Quantitative Easing, Redux
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- Recent Comments
- David Merkel: Thanks, I will have a fixed version out in minutes.
- stevensaysyes: I think the N states got jumbled in the first chart. New York has a higher percentage of utilities...
- Our Man in NYC: Thanks for sharing your thinking David. My style’s completely different from yours, but getting...
- David Merkel: I’ll add it to the list of article requests, but I am busy now.
- spin: “3) Assurant and National Western are double weights.” Willing to provide the 5 minute rundown on...
- Recent Trackbacks
- Friday links: plausible scenarios Abnormal Returns: The economic geography of publicly-traded companies in the US by...
- The Aleph Blog: Queasing over Quantitative Easing, Part V
- The Aleph Blog: Queasing over Quantitative Easing, Part IV
- The Aleph Blog: Tickers for the Current Portfolio Reshaping
- Tuesday links: lottery ticket letdown Abnormal Returns: What is the appropriate premium of 100-year over 30-year...
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