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Analysis - Latest Articles
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most recent
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most commented
My Year in Trading - Why I Looked for 'Survivability' in Companies
Jan 4
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David Merkel
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4 Comments
Time to Cut Links to the Leveraged Lending Economy
Mar 11, 2008
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David Merkel
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4 Comments
Could This Repo Financing Haircut Spell the End for Deerfield Capital?
Mar 9, 2008
•
David Merkel
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4 Comments
Time to Cut Your Exposure to Investment Banking and Mortgages
Mar 9, 2008
•
David Merkel
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7 Comments
Deerfield Dumps Dividend Obligation
Mar 2, 2008
•
Patrick Harden
•
Comment!
Mortgage REITs: Ignore GAAP, It's All About the Cash
Feb 29, 2008
•
Patrick Harden
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5 Comments
Time to Rebalance, and I'm Moving Up in Cash
Jan 24, 2008
•
David Merkel
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1 Comment
In a Selloff, Shrink Positions or Position Size?
Jan 18, 2008
•
David Merkel
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1 Comment
The Top Quarterly Dividend Stocks for Year End 2007
Dec 21, 2007
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Stockerblog
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2 Comments
Deerfield Triarc Capital: Doing it REIT
Nov 8, 2007
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Patrick Harden
•
Comment!
Why Buy Mortgage REITs Now?
Nov 7, 2007
•
David Merkel
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Comment!
At 73% of Book, There's Significant Value in Deerfield Triarc
Oct 7, 2007
•
David Merkel
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1 Comment
Portfolio Triage, Part 2
Aug 23, 2007
•
David Merkel
•
Comment!
Recent Actions, Portfolio Triage
Aug 19, 2007
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David Merkel
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Comment!
Housing Bubble and Real Estate Market Tracker
Aug 16, 2007
•
SA Editor Judy Weil
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1 Comment
Dealing With Some Personal Underperformance
Aug 8, 2007
•
David Merkel
•
Comment!
My Three Portfolios: Bonds, Broad Market and Insurance
Jul 20, 2007
•
David Merkel
•
Comment!
Housing Bubble and Real Estate Market Tracker
Jun 1, 2007
•
SA Editor Judy Weil
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1 Comment