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The Inoculated Investor

 
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  • Altisource Stock Doesn't Look Particularly Cheap
    Sep. 14, 2009 OCN, ASPS, PRAA Comment!
  • Profiting from the Tapped Out Consumer
    Sep. 7, 2009 PEZ, PEJ, PII 11 Comments
  • Healthcare, Education: Two Reasons to Worry About America's Future
    Aug. 27, 2009 ABB, IHI, SNE 21 Comments
  • What FDIC Auctions, Loss Sharing Deals Don't Tell Us
    Editors' Pick • Aug. 24, 2009 BBT, CNB, RKH 10 Comments
  • Hidden Impediment to a Housing Recovery?
    Aug. 23, 2009 IYR 6 Comments
  • Why Corporate Short-Termism Won't End Anytime Soon
    Aug. 20, 2009 BRK.A, C, BX 3 Comments
  • Trends and Themes Gleaned from Funds' 13F Filings
    Aug. 17, 2009 GLD, BAC, HPQ 1 Comment
  • Disparity in Bank Asset Valuations
    Aug. 16, 2009 BAC, WFC, C 6 Comments
  • Is John Paulson Really Bullish on Banks?
    Aug. 14, 2009 SKF, BAC, RF 4 Comments
  • The Appropriate Sports Metaphor for the State of the U.S. Economy
    Aug. 10, 2009 AIG, JPM 6 Comments
  • In Defense of the Oracle of Omaha
    Aug. 6, 2009 BRK.A, BRK.B 5 Comments
  • How Can We Regain Confidence in Financial Professionals?
    Editors' Pick • Aug. 3, 2009 C 13 Comments
  • Marks and Klarman Join to Rescue CIT
    Jul. 22, 2009 CIT Comment!
  • Why You Should Pay No Attention to Consensus Estimates
    Editors' Pick • Jul. 17, 2009 GE, FCS 8 Comments
  • Citi: Beware the Dreaded Anchoring Bias
    Jul. 15, 2009 C 3 Comments
  • Don’t Expect a V-Shaped Recovery in Real Estate Prices
    Jul. 8, 2009 IYR 9 Comments
  • Analysis of Australian Bank Fundamentals
    Jul. 5, 2009 JPM, ZION, WAL 6 Comments
  • Time to Start Worrying About Australian Banks?
    Jun. 29, 2009 NABZY, EWA, FXA 8 Comments
  • Assessing BDCs' Rise from the Grave
    Jun. 21, 2009 AFC, ARCC, AINV 9 Comments
  • IPCR's Scuttled Deal Provides an Opportunity
    Jun. 16, 2009 IPCR, MXGL, VR Comment!
  • Bear Market Rally: Hoping Cramer's Not the Ultimate Contrarian Indicator
    Jun. 11, 2009 BAC, C, GLD 6 Comments
  • Five Respected Investors Weigh In
    Jun. 9, 2009 DIA, SPY, QQQ 4 Comments
  • P&C Insurers: A Sector Left Behind by the Rally
    Editors' Pick • Jun. 5, 2009 PG, KO, AXP 3 Comments
  • Invest Proactively Even if You Missed the Rally
    Jun. 3, 2009 MMM 2 Comments
  • Krugman vs. Johnson: The Inflation-Deflation Debate
    May. 31, 2009 UUP, UDN, DIA 8 Comments
  • Banks Just Don't Get It
    May. 28, 2009 C, JPM, GS 9 Comments
  • What Investors Can Learn from the Failure of BankUnited
    May. 23, 2009 BBX, BKUNA, SBCF Comment!
  • Smart Money Moves in Q109
    May. 18, 2009 SLM, TGT, OTTR 2 Comments
  • The Ultimate Risk of Government Influence Over the Private Sector (Part 2)
    May. 13, 2009 BAC, GM, AIG 20 Comments
  • The Ultimate Risk of Government Influence Over the Private Sector (Part 1)
    May. 13, 2009 BAC, AIG, GM Comment!
  • Regional and Local Banks: A Better Indicator of Economic Stress
    May. 8, 2009 WAL, ZION, RF Comment!