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David Merkel, CFA

 
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  • Classic: Become A Smarter Seller, Part 1
    Dec. 5, 2013 5 Comments
  • Book Review: Why Stocks Go Up And Down, Fourth Edition
    Dec. 3, 2013 Comment!
  • 2 More Good Questions
    Dec. 2, 2013 5 Comments
  • Book Review: Code Red
    Dec. 1, 2013 4 Comments
  • Why I Resist Trends
    Nov. 28, 2013 Comment!
  • 2 Good Questions
    Nov. 27, 2013 KIE, IAK, KBWP Comment!
  • On Investment Ideas, Redux
    Nov. 26, 2013 KIE, IAK, KBWP Comment!
  • Lower The Cap Rate, Not
    Nov. 24, 2013 4 Comments
  • Stagflation And Financial Repression
    Nov. 21, 2013 13 Comments
  • An Alternative To Federal Reserve Forward Guidance
    Nov. 20, 2013 1 Comment
  • What A Tweet Valuation!
    Nov. 8, 2013 TWTR 2 Comments
  • Classic: Talking To Management, Part 1: The Big Questions
    Nov. 7, 2013 AIZ, ALL, PGR Comment!
  • Book Review: Currencies After The Crash
    Nov. 5, 2013 Comment!
  • Book Review: The Manual Of Ideas
    Nov. 5, 2013 Comment!
  • The Municipal Pension Payment Curve
    Nov. 5, 2013 MUB, PZA, MUNI 8 Comments
  • The Rules, Part LVII: Derivatives And Systemic Risk
    Nov. 5, 2013 AIG, MBB, GNMA 5 Comments
  • Book Review: Win By Not Losing
    Nov. 5, 2013 1 Comment
  • Industry Ranks: November 2013
    Nov. 1, 2013 Comment!
  • Redacted Version Of The October 2013 FOMC Statement
    Oct. 30, 2013 4 Comments
  • On Fat Tails
    Oct. 30, 2013 4 Comments
  • Thoughts On Amazon
    Oct. 27, 2013 AMZN 26 Comments
  • The Rules, Part LVI: Leverage And Risk Eventually Transfer To The Least Regulated
    Oct. 18, 2013 Comment!
  • On Liabilities In Asset Allocation
    Oct. 17, 2013 5 Comments
  • The Rules, Part LV
    Oct. 15, 2013 Comment!
  • Analyzing Float
    Oct. 14, 2013 KIE, IAK, KBWP Comment!
  • Taleb Versus Reality
    Editors' Pick • Oct. 14, 2013 108 Comments
  • Few Things Are Impossible
    Oct. 11, 2013 13 Comments
  • On Tower Group
    Oct. 9, 2013 TWGP 8 Comments
  • Attempting To Poke Holes In Jeremy Siegel's Investing Theses
    Oct. 8, 2013 4 Comments
  • A New Look At Endowment Investing
    Oct. 8, 2013 2 Comments
  • On Leveraged Municipal Bond Closed-End Funds
    Sep. 30, 2013 BTT, EIV 8 Comments
  • Valid Strategies Work, But They Don't Work All The Time
    Sep. 22, 2013 Comment!