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David Merkel, CFA

 
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  • Asset-Liability Management For Mutual Funds And Similar Investment Vehicles
    Aug. 19, 2013 Comment!
  • Value Investing When Debt Levels Are High
    Aug. 15, 2013 SPY 4 Comments
  • Ben Graham Did Not Give Up On Value Investing In Theory
    Aug. 14, 2013 4 Comments
  • Against Government-Subsidized 30-Year Mortgages
    Aug. 13, 2013 FMCC, FNMA 25 Comments
  • Industry Ranks, August 2013
    Aug. 8, 2013 CCE, DPS, MYGN Comment!
  • On Missing Revenue Estimates
    Aug. 6, 2013 Comment!
  • Less Is More
    Aug. 2, 2013 2 Comments
  • Redacted Version Of The July 2013 FOMC Statement
    Aug. 1, 2013 3 Comments
  • The Rules, Part XLVIII
    Jul. 30, 2013 CMBS, VMBS Comment!
  • The Optimal Interest Rate Scenario, Until Now
    Jul. 28, 2013 5 Comments
  • Not Natural Gas, Just Flatus: Updating The Promoted Stocks Scoreboard
    Jul. 26, 2013 AERN, BONU, BONZ 6 Comments
  • The Stock Price Matters, Regardless
    Jul. 26, 2013 1 Comment
  • The Rules, Part XLVII
    Jul. 26, 2013 4 Comments
  • On Risk-Based Liquidity And Financial Regulation
    Jul. 23, 2013 PRU, IYF Comment!
  • The Rules, Part XLVI
    Jul. 21, 2013 3 Comments
  • The Rules, Part XLV
    Jul. 21, 2013 SPY 3 Comments
  • The Rules, Part XLIV
    Jul. 19, 2013 SPY Comment!
  • The Problem Of Small Accounts
    Jul. 19, 2013 2 Comments
  • Distinguishing Alpha From Noise
    Jul. 17, 2013 SPY 3 Comments
  • The Rules, Part XLIII
    Jul. 16, 2013 2 Comments
  • Temporary Prosperity At The Cost Of Longer-term Prosperity
    Jul. 15, 2013 13 Comments
  • Bandaging Wounds From Another Promoted Stock Scam
    Jul. 15, 2013 AERN, BONU, BONZ 17 Comments
  • Ben Bernanke, Hypocrite
    Jul. 12, 2013 15 Comments
  • In Defense Of Concentrated Portfolios
    Editors' Pick • Jul. 11, 2013 SPY, IVV, IVW 33 Comments
  • Many Will Not Retire; What About You?
    Jul. 9, 2013 21 Comments
  • On Long-Term Care Insurance
    Jul. 3, 2013 GNW, KIE, IAK 7 Comments
  • Risk Control Upfront, Redux
    Jun. 28, 2013 1 Comment
  • Risk Control Up Front
    Jun. 28, 2013 1 Comment
  • On Researching Industries
    Jun. 25, 2013 2 Comments
  • Efficient Markets Versus Ben Bernanke
    Jun. 21, 2013 28 Comments
  • Silence Is Golden, Fiat Money Is Noisy
    Jun. 20, 2013 Comment!
  • Redacted Version Of The June 2013 FOMC Statement
    Jun. 19, 2013 2 Comments