When speaking with friends and family recently, many of them are extremely bummed out by what’s going on in the market these days. Whether it’s an uncle who’s lost 40% of his net worth as he’s approaching retirement or a friend who bought her house in late 2006 and is now 15% underwater, the worries [...]

Generally, if I have decided to link to a blog it satisfies the following criteria for me:

The content is extremely informative
The ideas/opinions expressed are well thought out and supported by facts

You will notice over time that blog links will be removed if authors suffer from “style drift” and begin to violate the criteria above.

Welcome! After almost a year of posting (if 9-10 entries can even be called posting), I’ve decided to change the mission and focus of this blog. I will continue to write about individual stock ideas that I may be owning or shorting in my fund but I wanted to expand the subject matter to any [...]

After a tumultuous few weeks in the credit and equity markets, it seems that the US Treasury and Federal Reserve are finally on the right track. After some ridiculous jawboning about buying toxic mortgage securities above market prices, they have decided to use the Swedish playbook from the 1990s banking crisis in Scandinavia. This involves [...]