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David Merkel, CFA

 
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  • Book Review: Quantitative Value
    Jun. 18, 2013 Comment!
  • Book Review: 'Value Investing: From Graham To Buffett And Beyond'
    Jun. 18, 2013 Comment!
  • Book Review: Investing In Municipal Bonds
    Jun. 18, 2013 MUB, SUB, MUNI Comment!
  • Book Review: 'Pound Foolish'
    Jun. 14, 2013 2 Comments
  • On Captive Insurers
    Jun. 13, 2013 KIE, IAK, KBWP 1 Comment
  • One Small Victory Vs. Stock Promotion
    Jun. 12, 2013 NORX 18 Comments
  • Polar Petroleum, Frozen
    Jun. 11, 2013 POLR 16 Comments
  • Book Review: The Physics Of Wall Street
    Jun. 8, 2013 7 Comments
  • Book Review: The Art Of Value Investing
    Jun. 7, 2013 2 Comments
  • How Competition Drives Pricing, Yield And Risk Cycles
    Jun. 2, 2013 2 Comments
  • Thoughts On Stock Splits
    May. 26, 2013 4 Comments
  • Goes Down Double-Speed (Updated)
    May. 22, 2013 SPY, DIA 3 Comments
  • What To Do When Things Are Nuts?
    May. 19, 2013 11 Comments
  • Insurance Investing: No News
    May. 16, 2013 VLO, RGA, ENH 1 Comment
  • Easy In, Hard Out (Updated)
    May. 10, 2013 IEF, DIA, SPY 2 Comments
  • Industry Ranks May 2013
    May. 6, 2013 UTHR, AGU, UAN 5 Comments
  • Redacted Version Of The May 2013 FOMC Statement
    May. 1, 2013 4 Comments
  • Using Life Insurance Products To Fund Long-Term Needs
    Apr. 30, 2013 AIG 16 Comments
  • On High Short Interest Ratios
    Apr. 25, 2013 SFG, NWLI Comment!
  • Stable Value Versus Rising Rates
    Apr. 7, 2013 4 Comments
  • Value Investing Flavors
    Apr. 4, 2013 Comment!
  • Stock Buybacks Vs. Dividends Vs. Reinvestment
    Mar. 28, 2013 2 Comments
  • A Bond Deal Requiring Caution, Completed
    Mar. 24, 2013 THG 1 Comment
  • On Time Horizons
    Mar. 22, 2013 3 Comments
  • Redacted Version Of The March 2013 FOMC Statement
    Mar. 20, 2013 6 Comments
  • An Inflated View Of The Dow Jones Industrial Average
    Mar. 8, 2013 DIA 2 Comments
  • Comments On The Berkshire Hathaway Annual Letter
    Mar. 3, 2013 BRK.A, BRK.B 14 Comments
  • Michael Pettis' 'The Great Rebalancing'
    Feb. 25, 2013 4 Comments
  • Heinz Follow-Up
    Feb. 21, 2013 HNZ 3 Comments
  • Another Note On The Purchase Of Heinz
    Feb. 20, 2013 HNZ 2 Comments
  • Berkshire Hathaway And Variable Annuities
    Feb. 14, 2013 BRK.A Comment!
  • Four Sources Of Buy Ideas
    Feb. 3, 2013 8 Comments