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SL Advisors

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  • Reminding Cincinnati Bell's Management Who They Work For
    on Thu, Feb 28 • CONE, CBB • 5 Comments
  • Unlocking Value In Microsoft The Einhorn Way
    on Thu, Feb 7 • MSFT • 7 Comments
  • Freeport McMoRan Returns To The Oil Business - Other E&P Names In Play
    on Wed, Dec 5, 2012 • DVN, RRC, CRK • 1 Comment
  • Fiscal Cliff: Alternatives To Conventional Wisdom
    on Tue, Nov 27, 2012 • SPY, IVV, DIA • 2 Comments
  • How We'll Painlessly Avoid The Fiscal Cliff
    on Thu, Nov 15, 2012 • BRK.B, GDX, KRFT • 9 Comments
  • Tax Fears Hit MLPs
    on Wed, Nov 14, 2012 • AMJ, AMLP, MLPG • 21 Comments
  • Managing Downside Risk With The Fiscal Cliff
    on Thu, Nov 8, 2012 • KRFT, MCD, GDX • Comment!
  • Investing On The Edge Of The Fiscal Cliff
    on Fri, Oct 26, 2012 • BRK.A, GDX, CXW • 3 Comments
  • Will Central Banks Cancel Government Debt?
    on Mon, Oct 15, 2012 • MSFT, GDX, YCS • 105 Comments
  • The Carnage In Pimco's High Income Closed-End Fund
    on Wed, Oct 10, 2012 • PHK • 52 Comments
  • The Increasing Risk In Owning Bonds
    on Fri, Oct 5, 2012 • LQD, PPR, EMB • 2 Comments
  • Why Kraft Still Looks Cheap Before It Recrafts Itself
    on Thu, Sep 27, 2012 • MDLZ • 6 Comments
  • The Optionality In Shorting The Yen
    on Mon, Sep 24, 2012 • FXY, JYF, JYN • 13 Comments
  • Coeur D'Alene CEO Krebs Looking To Make Acquisitions
    on Thu, Sep 20, 2012 • GDX, CDE • 8 Comments
  • Bernanke Makes The Case For Gold
    on Tue, Sep 18, 2012 • 2 Comments
  • Buoyant Natural Gas Lifts Stocks
    on Tue, Sep 11, 2012 • RRC, CRK • 2 Comments
  • Long Gold Miners/Short S&P 500 ETF Pairs Trade
    on Fri, Aug 31, 2012 • SH, SPY, IVV • 18 Comments
  • Greece Borrows From Shiller's Book
    on Tue, Aug 21, 2012 • EU, GREK • 4 Comments
  • Energy, Restaurants And Retail Stocks In A Cautiously Rising Market
    on Wed, Aug 15, 2012 • 1 Comment
  • Why A Greek Exit From The Euro Isn't Inevitable
    on Tue, Jul 31, 2012 • GREK, FXE, EU • 61 Comments
  • The Dumbest Idea In Finance: A Diversified Hedge Fund Portfolio
    on Thu, Jul 19, 2012 • 11 Comments
  • Patriot Coal Succumbs To Cheap Natural Gas
    on Wed, Jul 11, 2012 • CRK, PCXCQ.OB, DVN • 2 Comments
  • Why We're Betting On CDE Management By Buying The Gold Miners ETFs
    on Fri, Jun 29, 2012 • GDX, CDE • 5 Comments
  • The Principal-Agent Problem At Coeur D'Alene
    on Tue, Jun 26, 2012 • CDE • 15 Comments
  • The Fed's Evolving Rate Forecast
    on Fri, Jun 22, 2012 • CDE, FDO, EUO • 4 Comments
  • The Price Of Fear
    on Tue, Jun 12, 2012 • CDE • 5 Comments
  • J.C. Penney: Valuing A Company Undergoing An Extraordinary Transformation
    on Tue, May 22, 2012 • JWN, KSS, JCP • 10 Comments
  • Unlocking Value In Prisons Through A REIT
    on Fri, May 11, 2012 • GEO, SPG, CXW • 6 Comments
  • Misbehaving CEOs
    on Wed, May 2, 2012 • CHK, JCP, C • 4 Comments
  • The FOMC's Blue Dots (Tightening) March Closer
    on Wed, Apr 25, 2012 • FXE, UUP, UDN • 2 Comments
  • Chesapeake's CEO Once Again Shows Poor Judgment
    on Wed, Apr 18, 2012 • CHK • 116 Comments
  • Short The Euro As Cheaper Alternative To Puts On The S&P 500
    on Tue, Apr 17, 2012 • FXE, SPY • Comment!