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- Don't Ask The Barber If You Need A Haircut
- Luck Of The Irish
- One More Thought: Recession Risk
- Quick Thoughts On Portfolio Strategy
- Thrift Shopping At Hospira
- Too Much Optimism, But Long Term Value Abroad
- A Brief Update On Portfolio Strategy: Where We Are Invested Today
- Manny, Moe & Jack's Competitive Advantage
- Predictable 'Surprises': China and Australia Economic Woes
- The Short Case for Lumber Liquidators
- Expectations Still Elevated - Unexpected Developments Should Act as Catalyst for a Sell-Off
- Is the Japan Bear Market Approaching a Secular Low?
The Great 'Flation Debate
Dec. 7, 2010 • Comment!
- Is Lumber Liquidators Knocking on Wood?
Bernanke's Monetary Policy: Count Me Out
Nov. 23, 2010 • 1 Comment
On Nixon's Expansionary Monetary Policies
Nov. 10, 2010 • 3 Comments
- Better Buying Opportunities Lie Ahead
The Problem With 'Sunshine Pumper' Strategists
Aug. 31, 2010 • 1 Comment
- Cummins Inc.: A Picture's Worth a Thousand Words
- Those Earnings Revisions
- The Need for (Good) Government Intervention
- The 'Great Recovery' Is a Big Fat D.U.D.D.
- Buy When There's Oil in the Water
- Inflation and Monetary Regimes, Part 2: Introduction of Paper Money
Lessons and Legacies of the Financial Crisis
Jun. 16, 2010 • 3 Comments
Inflation and Monetary Regimes, Part 1
Jun. 14, 2010 • Comment!
- Aunt Minnie Indicators Flashing, And What to Do About It
- Don't Expect the Gold Party to End Anytime Soon
- Are Equity Markets Discounting Euro Dissolution Risk?
- Ten Reasons to Buy Bonds
- Does Euro Still Have Ways to Go Before Reaching Fair Value?
- Blockbuster: Consider the Upside of a Struggling Brick-and-Mortar Business