Login
Manage Portfolio
Post a StockTalk
Write an Instablog
Get Daily Email Alert
Seeking Alpha
Home
The Macro View
Stocks & Sectors
Global Markets
ETFs
Investing Ideas
Breaking News
Transcripts
Business Intelligence
David Merkel
»
Articles
»
Most Commented
|
David Merkel
1257
Followers
3
Following
You are currently following David Merkel
Stop Following
You are no longer following David Merkel
Profile
Articles (659)
Comments (4)
Sort by:
Latest
|
Editors' Picks (75)
|
Most Commented
|
Most Popular
The Deal's Getting Done, But Will It Work?
on Sep 28, 2008
83 Comments
Why Economists Have Downgraded Obama to Bush-Plus
on Mar 13, 2009
64 Comments
Defining a Depression
on Nov 12, 2008
•
GLD
,
TIP
47 Comments
The Wisdom of Half Positions
on Apr 21, 2009
42 Comments
US Dollar: "I'm Not Dead Yet!"
on Oct 07, 2009
40 Comments
Humility of Realism II: Seven Thoughts about Our Whole System
on Jan 30, 2009
37 Comments
How to Solve the Housing Crisis
on Mar 02, 2008
37 Comments
What Stories Aren't Being Told?
on Sep 10, 2009
•
AIG
,
FNM
34 Comments
Let's Have Inflation
on Jan 19, 2009
•
TIP
34 Comments
Oppose the Treasury's Bailout Plan
on Sep 21, 2008
34 Comments
AIG Is Dead, Long Live AIG
on Aug 28, 2009
•
AIG
33 Comments
The Beginning of the Endgame for Monetary Policy, Redux
on Oct 08, 2008
33 Comments
12 Observations on Residential Housing
on Apr 30, 2008
•
ABK
,
CFC
31 Comments
The Heretics of Finance
on Jan 24, 2009
30 Comments
The Biggest Bubble of Them All
on Nov 04, 2008
30 Comments
15 Notes on the Global Economy
on Feb 20, 2009
28 Comments
Blowing the Bubble Bigger
on May 24, 2008
28 Comments
Toward a New Concept of Asset Allocation
on Jul 10, 2009
26 Comments
Federal Reserve, What Do You Have to Hide?
on Dec 12, 2008
26 Comments
Who We Should Blame for This Crisis
on Oct 10, 2008
26 Comments
Just How Much Can the U.S. Government Guarantee?
on Sep 09, 2008
26 Comments
Dubai: Gauging the Impact
on Nov 27, 2009
24 Comments
Merkel on Falkenstein's 'Finding Alpha: When Risk and Return Break Down'
on Sep 05, 2009
24 Comments
Give Buffett Credit: He Tells It Straight
on Mar 01, 2009
•
BRK.A
,
BRK.B
24 Comments
Call the Treasury's Bluff
on Sep 24, 2008
24 Comments
Some Muni Bonds Appear Screaming Buys Here
on Mar 03, 2008
•
ITM
,
MLN
,
MUB
24 Comments
U.S. Dollar: Time for Deeds, Not Words
on Nov 12, 2009
•
UDN
,
UUP
23 Comments
Don't Confuse a Bear Market with Stupidity
on May 22, 2009
23 Comments
Portfolio Building: Risks, Not Risk
on Oct 04, 2009
22 Comments
In Defense of the Rating Agencies, Once Again
on Sep 22, 2009
•
MCO
,
MHP
22 Comments
What I Would Do
on Jan 15, 2009
22 Comments
The Humility of Realism
on Nov 17, 2008
22 Comments
1
2
3
4
5
6
...
21
Next Page
Articles by Ticker
AA
,
AAPL
,
ABD
,
ABFS
,
ABG
,
ABK
,
ABX
,
ACAS
,
ACE
,
ACGL
,
ACMR
,
ACS
,
ACXM
,
ADBE
,
ADM
,
ADP
,
ADS
,
AEG
,
AEL
,
AEM
,
AEO
,
AET
,
AFFM
,
AFG
,
AFL
,
AGG
,
AGII
,
AGO
,
AHL
,
AIB
,
AIG
,
AINV
,
AIQ
,
AIV
,
AIZ
,
AJG
,
ALFA
,
ALL
,
ALY
,
AMCP
,
AME
,
AMP
,
AMSF
,
AN
,
ANAT
,
APA
,
APC
,
ARP
,
ASI
,
ASN
,
AUO
,
AVB
,
AVID
,
AVT
,
AVZA
,
AWH
,
AWI
,
AXA
,
AXIS
,
AXP
,
AXS
,
AYR
,
AZ
,
BA
,
BAC
,
BAGL
,
BBI
,
BBOX
,
BBW
,
BC
,
BCPC
,
BCS
,
BDK
,
BFD
,
BGC
,
BGU
,
BHE
,
BHI
,
BHP
,
BHS
,
BIL
,
BJS
,
BK
,
BKI
,
BKS
,
BLK
,
BLL
,
BLV
,
BMY
,
BNI
,
BP
,
BRK.A
,
BRK.B
,
BRNC
,
BRO
,
BRS
,
BRW
,
BSC
,
BSET
,
BSV
,
BWA
,
BWINA
,
BWINB
,
BWS
,
BX
,
BXXX
,
BZ
,
BZH
,
C
,
CAB
,
CAM
,
CAS
,
CB
,
CBI
,
CBK
,
CCK
,
CCRT
,
CDNS
,
CF
,
CFC
,
CFI
,
CGI
,
CHB
,
CHIC
,
CHV
,
CINF
,
CIU
,
CKH
,
CLDN
,
CLF
,
CMI
,
CMRG
,
CNA
,
CNI
,
CNO
,
CNW
,
COG
,
COLM
,
COMS
,
CONN
,
COP
,
CP
,
CPB
,
CPHL
,
CRDN
,
CRH
,
CRMH
,
CROX
,
CSCO
,
CSL
,
CSX
,
CTB
,
CTSH
,
CVX
,
CVY
,
CX
,
CYB
,
DB
,
DBC
,
DBO
,
DBS
,
DBV
,
DD
,
DDM
,
DE
,
DELL
,
DFG
,
DFR
,
DGT
,
DHI
,
DHS
,
DIA
,
DIG
,
DIIB.PK
,
DLM
,
DNB
,
DOW
,
DRYS
,
DSITY.PK
,
DTD
,
DTE
,
DTN
,
DUK
,
DVN
,
DVY
,
EBAY
,
EBF
,
EEM
,
EFA
,
EGLE
,
EIG
,
EIHI
,
EMCI
,
ENH
,
EOD
,
EP
,
ERIE
,
ERO
,
ERX
,
ESS
,
ESV
,
ETP
,
ETY
,
EWZ
,
F
,
FAS
,
FAST
,
FAX
,
FCO
,
FCX
,
FDL
,
FDP
,
FDRY
,
FDS
,
FFG
,
FINL
,
FITB
,
FLEX
,
FLXS
,
FMR
,
FNF
,
FNM
,
FPIC
,
FRE
,
FRI
,
FRPT
,
FRZ
,
FSR
,
FTEK
,
FTO
,
FTY
,
FUD
,
FVD
,
FWRD
,
FXC
,
FXF
,
FXI
,
FXY
,
GAF
,
GBB
,
GBE
,
GCC
,
GD
,
GE
,
GEHL
,
GFF
,
GGB
,
GGWPQ.PK
,
GHM
,
GIII
,
GIL
,
GKA
,
GKB
,
GKD
,
GLD
,
GLRE
,
GMGMQ.PK
,
GMK
,
GMT
,
GNK
,
GNW
,
GPC
,
GPI
,
GS
,
GT
,
GULF
,
GWW
,
GXC
,
HAIN
,
HAL
,
HALL
,
HANS
,
HAO
,
HAR
,
HAST
,
HCC
,
HCN
,
HCP
,
HELE
,
HIG
,
HK
,
HLYS
,
HMC
,
HMN
,
HNT
,
HNZ
,
HOC
,
HON
,
HOV
,
HP
,
HRB
,
HRH
,
HRS
,
HRZ
,
HSTX
,
HTH
,
HYG
,
IAE
,
IBA
,
IBM
,
ICF
,
ICI
,
IEF
,
IEI
,
IHC
,
ILF
,
IMF
,
IMOS
,
IN
,
INDM
,
INFS
,
ING
,
IOO
,
IPCC
,
IPCR
,
IPE
,
IPSU
,
IR
,
IRE
,
IRF
,
ISCA
,
ISYS
,
ITB
,
ITE
,
ITM
,
ITW
,
IVN
,
IYF
,
IYG
,
IYR
,
IYT
,
JBHT
,
JCI
,
JNK
,
JNY
,
JOF
,
JOSB
,
JPM
,
JSC
,
JYN
,
KB
,
KBE
,
KBH
,
KCI
,
KCLI
,
KEP
,
KEY
,
KFS
,
KGFHY.PK
,
KMA
,
KMX
,
KNX
,
KOF
,
KPPC
,
LAD
,
LEH
,
LFGRQ.PK
,
LFRGY.PK
,
LGGNY.PK
,
LIZ
,
LM
,
LMC
,
LNC
,
LNT
,
LNY
,
LOW
,
LPL
,
LPX
,
LQD
,
LRCX
,
LSTR
,
LTPZ
,
LVL
,
LZB
,
M
,
MAN
,
MAS
,
MBI
,
MCO
,
MCRL
,
MCY
,
MER
,
MERC
,
MET
,
MFC
,
MGA
,
MGAM
,
MGIC
,
MHK
,
MHP
,
MI
,
MIG
,
MIGP
,
MKL
,
MKSI
,
MLN
,
MMC
,
MMM
,
MOO
,
MOS
,
MOT
,
MPFRF.PK
,
MPS
,
MPWR
,
MRH
,
MRO
,
MRT
,
MS
,
MSFT
,
MSSR
,
MSY
,
MTE
,
MTG
,
MTW
,
MUB
,
MVV
,
MW
,
MXGL
,
MYE
,
MYL
,
MYSZY.PK
,
NAHC
,
NATL
,
NAVG
,
NBR
,
NCC
,
NE
,
NFP
,
NFX
,
NG
,
NKE
,
NM
,
NOC
,
NOV
,
NP
,
NPTE
,
NRG
,
NSANY
,
NSC
,
NSIT
,
NTE
,
NTGR
,
NUE
,
NVDA
,
NVS
,
NWLIA
,
NWS
,
NYM
,
NYT
,
OB
,
OC
,
OCAS
,
OCR
,
ODP
,
OIL
,
OIS
,
OKE
,
OMAB
,
OMX
,
ONB
,
ONNN
,
ORCL
,
ORH
,
ORI
,
OSK
,
OXM
,
OXY
,
PAG
,
PAYX
,
PBI
,
PBY
,
PC
,
PCCC
,
PCH
,
PCL
,
PCZ
,
PDQ
,
PEI
,
PEP
,
PEUGY.PK
,
PEY
,
PFG
,
PFM
,
PGJ
,
PGR
,
PHB
,
PHJ
,
PHX
,
PKD
,
PKI
,
PL
,
PMACA
,
PMI
,
PNC
,
PNX
,
PPC
,
PPG
,
PRA
,
PRE
,
PREM
,
PROS
,
PRS
,
PRU
,
PSS
,
PTEN
,
PTP
,
PTRY
,
PVA
,
PWR
,
PXP
,
PXT
,
PZA
,
PZZA
,
QLD
,
QQQQ
,
RAMR
,
RBS
,
RCII
,
RCL
,
RDC
,
RDK
,
RDN
,
RE
,
REM
,
REZ
,
RF
,
RGA
,
RIN
,
RJA
,
RKH
,
RNR
,
ROC
,
ROCK
,
ROM
,
ROP
,
RRE
,
RS
,
RSC
,
RT
,
RTN
,
RUSHA
,
RUSHB
,
RUTH
,
RWR
,
RWT
,
RWX
,
RXL
,
RYN
,
SAA
,
SAB
,
SAF
,
SAFC
,
SAFM
,
SAFT
,
SAH
,
SBS
,
SCA
,
SCT
,
SCVL
,
SCX
,
SDY
,
SEAB
,
SENEB
,
SEOAY.PK
,
SFD
,
SFG
,
SFY
,
SGIC
,
SGY
,
SHG
,
SHLD
,
SHLM
,
SHV
,
SHY
,
SI
,
SIGI
,
SII
,
SJM
,
SKM
,
SKX
,
SLB
,
SLE
,
SLF
,
SLGN
,
SLM
,
SMB
,
SMLC
,
SNDK
,
SNG
,
SNX
,
SNY
,
SPSS
,
SPW
,
SPX
,
SPY
,
SRS
,
SSCC
,
SSI
,
SSO
,
STI
,
STPZ
,
STT
,
STZ
,
SUAI
,
SUR
,
SVR
,
SVU
,
SWCEY.PK
,
SWM
,
SWN
,
SYK
,
T
,
TBT
,
TECUA
,
TEX
,
TFI
,
TGIC
,
THG
,
THMR.PK
,
THOR
,
TI
,
TIP
,
TIPZ
,
TLH
,
TLK
,
TLO
,
TLT
,
TM
,
TMO
,
TMS
,
TNA
,
TNP
,
TOL
,
TPX
,
TRBCQ.PK
,
TRH
,
TRMA
,
TRN
,
TRV
,
TSC
,
TSCM
,
TSO
,
TTC
,
TUES
,
TW
,
TWGP
,
TWM
,
TXT
,
TYC
,
UACL
,
UAM
,
UBS
,
UCC
,
UCI
,
UCR
,
UDN
,
UFCS
,
UFS
,
UGE
,
UHCO
,
UHN
,
UKF
,
UKK
,
UKW
,
UNF
,
UNM
,
UNP
,
UNT
,
UPMKY.PK
,
UPW
,
URE
,
URI
,
USB
,
USD
,
USL
,
USMO
,
USO
,
USU
,
UTR
,
UUP
,
UVG
,
UVT
,
UVU
,
UWM
,
UXI
,
UYG
,
UYM
,
VALE
,
VCLK
,
VE
,
VFH
,
VIG
,
VLGEA
,
VLO
,
VLTR
,
VNQ
,
VOXX
,
VR
,
VSH
,
VYM
,
VZ
,
WAG
,
WAMUQ.PK
,
WB
,
WBC
,
WDC
,
WF
,
WFC
,
WFT
,
WGOV
,
WHR
,
WNC
,
WRB
,
WSH
,
WTI
,
WTM
,
WY
,
XEC
,
XEL
,
XHB
,
XL
,
XLE
,
XLF
,
Y
,
YRCW
,
ZFSVY.PK
,
ZMH
,
ZNT
,
ZZ
Latest Comments on David Merkel's Articles
LKofEnglish
on
My TIPS, Treasuries and Inflation Model
: actually curious how well these models held up in the 70's. Bet...
more »
shootpar2001
on
My TIPS, Treasuries and Inflation Model
: I think what the author is trying to convey through 'convexity...
more »
dividend_growth
on
Book Review: 100 Minds That Made The Market
: Although Ken Fisher is a shameless asset collector, his...
more »
nym
on
My TIPS, Treasuries and Inflation Model
: Wikipedia on yield curves http://en.wikipedia.org/wiki/Yield_curves
more »
Panopticon
on
My TIPS, Treasuries and Inflation Model
: Can you give us details on what the actual model is? It's easy to...
more »
Lightway
on
My TIPS, Treasuries and Inflation Model
: How did the model hold up from 1990 and 2000? Am just curious.
more »
Dividend Inc
on
Book Review: 100 Minds That Made The Market
: Although Fisher is a marketing disaster, his books "Wall Street...
more »
Old Trader
on
My TIPS, Treasuries and Inflation Model
: Cambrian, Perhaps I'm wrong and/or mixed up, but its my...
more »
notsosmart
on
My TIPS, Treasuries and Inflation Model
: tips are based on gov figures.do you believe this gov? or any gov?
more »
Fueled By Randomness
on
What It Means to Be a Contrarian
: Good stuff. For example, GM and Ford were both "contrarian" (in...
more »
Jolly_Rancher
on
What It Means to Be a Contrarian
: How do you create a googlebot? Thanks. JR
more »
The Geoffster
on
My TIPS, Treasuries and Inflation Model
: Who wants to be caught holding long bonds after what the Senate...
more »
User 527258
on
My TIPS, Treasuries and Inflation Model
: I'm clearly behind the curve - How have you "used the model...
more »
utilitus
on
Book Review: 100 Minds That Made The Market
: A a note on Ken Fishers mind, as expressed in the behavior of his...
more »
Archman Investor
on
Book Review: 100 Minds That Made The Market
: You have for to be kidding me!! When I saw that "asset gathering,...
more »
Latest Comments on David Merkel's Articles
Latest Comments on David Merkel's Articles