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David Merkel » Articles » LNC |

  • My Year in Trading - Why I Looked for 'Survivability' in Companies
    on Jan 04, 2009 • ABFS, ADS, AHL    
  • Distinguishing Between Out of Favor Sectors and Doomed Ones
    on Sep 10, 2008 • COP, GEHL, JNY    
  • Not All Financials Are Poison
    on Jul 22, 2008 • AIZ, CHIC, HIG    
  • It's Time to Break Up AIG
    on Feb 29, 2008 • AIG, AIZ, HIG    
  • Buy Other Insurers on AIG's Bad News
    on Feb 12, 2008 • AIG, AIZ, DFG    
  • At These Prices, It's Time to Go Overweight Quality Financials
    on Feb 08, 2008 • AIZ, DFG, LNC    
  • Some Thoughts on Insurance and the Financial Guarantee Quagmire
    on Jan 20, 2008 • ABK, ACE, AGO    
  • Portfolio Triage, Part 2
    on Aug 23, 2007 • ABFS, AHL, AIZ    
  • Money Market Malaise: Commercial Paper Remains Problematic
    on Aug 23, 2007 • AXP, BAC, CFC    
  • Dealing With Some Personal Underperformance
    on Aug 08, 2007 • AHL, AIZ, DFR    
  • My Three Portfolios: Bonds, Broad Market and Insurance
    on Jul 20, 2007 • ALL, DFR, FAX    
  • 1Q07 Insurance Earnings: What's Working, What's Not (Part V)
    on May 03, 2007 • GNW, LNC, MET    
More on LNC by David Merkel
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Latest Comments on David Merkel's Articles

  1. sheila on U.S. Dollar: Time for Deeds, Not Words: This is sarcasm- right? On Nov 12 04:00 PM robert.b.ferguson... more »
  2. Thomas J. Gordon on U.S. Dollar: Time for Deeds, Not Words: Derryl, your comments about global standards of living are... more »
  3. derryl on U.S. Dollar: Time for Deeds, Not Words: Dudley, David is arguing that universal welfare programs like... more »
  4. Graham and Dodd Investor on Buffett and the Forever Fund: Tell me someone's strategic imperatives, and I can (usually)... more »
  5. Thomas J. Gordon on U.S. Dollar: Time for Deeds, Not Words: Dudley, I read David's article more carefully. He was a little... more »
  6. Thomas J. Gordon on U.S. Dollar: Time for Deeds, Not Words: Dudley, If you think the budget should balance, you are one of us.... more »
  7. dudley do right on U.S. Dollar: Time for Deeds, Not Words: I am not sure what point you trying to make, especially as it... more »
  8. Thomas J. Gordon on U.S. Dollar: Time for Deeds, Not Words: Dudley... has it ever occurred to you that so many people aren't... more »
  9. dudley do right on U.S. Dollar: Time for Deeds, Not Words: Why did David Merkel bother to write this article other than to... more »
  10. Tesa on U.S. Dollar: Time for Deeds, Not Words: To the author: You are right but which country or countries... more »
  11. Thomas J. Gordon on U.S. Dollar: Time for Deeds, Not Words: Many have lamented the lack of a balanced budget. The problem is... more »
  12. mbkelly75 on Buffett and the Forever Fund: Warren Buffet is one of my heroes - even if we are the same... more »
  13. Hester on Buffett and the Forever Fund: Great buy by Buffet, imo. For all the reasons previously mentioned... more »
  14. Rong on Buffett and the Forever Fund: Often reference is made to the fact that the RRs have fewer... more »
  15. cheesedog on U.S. Dollar: Time for Deeds, Not Words: are you serious? Um, remember that this meltaway illusion of... more »