Buy at the bid, not the ask
Chuck Norris never buys at the ask, only the bid.
-- comment in DealBreaker
September 28, 2007
June 18, 2007
Gary Weiss
Gary Weiss' Investment muckracking.
Example: Ticks in naked shorts.
June 1, 2007
Epicurean Dealmaker
epicureandealmaker on fat tails.
Derivatives: Transfering risk or reducing risk ?
May 25, 2007
Naked Shorts / Greg Newton
Credit Derivatives: Where’s the Risk ?
CDO implosion coming, by nakedshorts.
January 15, 2007
All About Alpha
AllAboutAlpha, example:
value premium, value pricing.
return = alpha + beta * (market return)
December 17, 2006
Housing markets at Seeking Alpha
October 2, 2006
All about Alpha
allaboutalpha, another investment and finance strategy journal
where Alpha Male opines about portabe alpha.
September 28, 2006
Michael Covel
Michael Covel, turtle investor.
Watch out for scams.
July 27, 2006
Ben Stein
Invest in foreign emerging market ETFs.
Debt to foreigners and medicare costs will crush baby boomer
Americans during their retirement age.
And his criticts: BusMovie, on options backdating.
July 23, 2006
Varying observation window portfolio stress test
Portfolio stress test by varying the observation window, at Seeking Alpha.
The difference in projected portfolio performance as a reflection
of the changing dynamics of foreign markets. As globalization
increases, some other economies are more coupled to the U.S.
economy and—perhaps more important—are perceived as
being more coupled to the U.S. economy. Further, as more
domestic investors put an increasingly heavy allocation into
foreign stocks, we will naturally see more coupling in returns
and there will be a decreased level of diversification effects
available from investing in many foreign economies.
July 22, 2006
Random Rodger / Rodger Nusbaum
Random Rodger Nusbaum investment strategy.
Example: Get some exposure to foreign ETFs.
June 25, 2006
Capital Spectator
Capital Spectator on money, interest rates, and hedging the economy:
Examples: TIPS (inflation-indexed Treasury,10-year TIPS), market
watching fed funds.
June 24, 2006
Ticker Sense
Tickersense monitors the stock market and trendspots:
first day of the month, GoogleTrends.
June 23, 2006
Investment Dealers' Digest on analyst earnings
IDD (Investment Dealers' Digest) looks an analyst earnings.
Continue reading "Investment Dealers' Digest on analyst earnings" »
June 19, 2006
Not Making this Up / Jeff Mathews
Jeff Mathews is not Making this up: Example:
criminal defence in the name of Jesus.
June 5, 2006
Chief Officer: CXO advisory
Chief Officer: CXO advisory.
Management Science digest.
May 19, 2006
Trader Feed, Trader Psychology
Trader Feed opines on trading strategy and psychology.
By author of Psychology of Trading (Wiley, 2003) using
historical patterns in markets, Brett Steenbarger.
EX: feeling momentum.
May 18, 2006
Random Roger investing
Random Roger invests his portfolio,
and explains how, in the WSJ.
May 11, 2006
Footnoted Edgar files
Footnoted reads SEC filings, Edgar's fine print.
May 9, 2006
Graham and Dodd breed optimism
Stephen Roach of Morgan Stanley New York revisits value analysis by Graham and Dodd.
Optimistic ?
Refs: Security Analysis by Benjamin Graham and David Dodd.
May 6, 2006
Ideoblog busmovie / Larry E. Ribstein
Corporate law and governance are topics of Ideoblog Ribstein. Examples:
Gretchen Morgenson on corporate governance, the state's role in changing corporate contracts.
April 30, 2006
Long or short capital: value of naming rights
Value of naming rights: Instead of Goldman Sachs, why not
Goldman Sacks by Smirnoff Ice ? Indeed.
Long or short capital offers mockery for the investing class.
April 29, 2006
Bloggingstocks down 34 %
Bloggingstocks (AOL/Calacanis) is more about
numerology than insight.
April 23, 2006
Wall Street Folly
Wall Street Folly: clipping service for the aspiring beta banker.
April 19, 2006
Leveraged Sellout / Amit Chatwani
Leveraged Sellout's entertaining life around Wall Street.
April 16, 2006
The Deal
Corporate merger, acquisitions, and take-overs: The Deal offers a
NY-centric view. See also Deal Breaker and Deal Book.
April 8, 2006
Under the Counter
Under the Counter tracks who's who in investing.
April 7, 2006
Carried Interest
Carried Interest examines PIPE: private investment in public equity.
A PIPE is an alternative available to publicly traded companies that
need to raise money but don't want to go through the complexity
of selling shares through a secondary offering. Instead, the company
finds an investor and sells him a block of newly issued shares at an
agreed price or a block of debt which can later be converted into
shares (a structured PIPE).
April 6, 2006
Going Private
Private equity: Going Private gives catty take downs of
Guy Kawasaki and Maverick Mark Cuban.
March 29, 2006
Deal Breaker, Deal Book (NYT)
Investment banking reads: Deal Breaker by Gawking Stalwart
and Dealbook by NYT.
December 10, 2005
Crossing Wall Street / Eddy Elfenbein
Abnormal Returns
Abnormal Returns hunts for Alpha.
Example: January Effect
October 22, 2005
Carnival of the Capitalists at Drakeview
October 6, 2005
Consumer Shorts
October 2, 2005
Bankstocks / Tom Brown
Bankstocks' daily and occasional news on banking, and investing
in banks (with Matt Stichnoth).
Good fresh content plagued by broken JavaScript.
September 28, 2005
Bond Talk
Bond Talk and commentary.
Delayed publication by four weeks for non-subscribers.
September 12, 2005
Seeking Alpha
Seeking Alpha neatly ontologized money science into
* Exchange-Traded Funds (ETFs)
* Market Commentary
* China Investing
* Media Investing
* Digital Media Investing
* Stock Market Blogs
* Economics Blogs
* Venture Capital Blogs
* Personal Finance Blogs
and brings me Herb Morgan, Chief Investment Officer of Efficient Market
Advisors, on The Problem With Vanguard ETFs.
September 11, 2005
Roubini Global Economics
Roubini Global Economics Monitor:
Hedge funds: Measuring hedge funds' risk
September 9, 2005
The Stalwart / Joseph Weisenthal
The Stalwart's interesting business coverage, such as:
What's Really Wrong With Dell ?, on the celebrity industry:
The Case For Paparazzi.
Also a real estate analysis.
Update: Less frequent since spring of 2006, but back in April 2007.
Also guesting at TechDirt.
September 3, 2005
Track home builders stock
Track home builders' stock.
Toll Brothers Inc. (TOL)
KB Home (KBH)
Pulte Homes Inc. (PHM)
DR Horton Inc. (DHI)
KB Home (KBH)
Hovnanian Enterprises Inc. (HOV)
June 12, 2005
Big Picture / Barry Ritholtz
New Yorker, car fan, and economist Barry Ritholtz's Big Picture, a well presented
peresonal economic journal. Sample article, Homeowners Go Deep in Debt to Buy
Real Estate.
Also writes as Amateur Investor columnist at The Street / Real Money.