Posts Tagged ‘ Blog News ’

Linus : Security Blanket :: David : Bloomberg Terminal

2010/07/20
By David Merkel
Linus : Security Blanket :: David : Bloomberg Terminal

Dear Readers, New asset management shops start small.  One of the luxuries I have had for the past 18 years is access to a Bloomberg Terminal.  I will not be able to afford one ($20-25K/year), at least not initially, as I start up what is likely to be called Aleph Investments. I will miss...
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Changes for David

2010/06/07
By David Merkel
Changes for David

I delayed writing about this for a few days to give Finacorp time to take care of a few items.  Here is what Finacorp distributed to clients last week: — for legal reasons, I have had to take that down.  Let’s just say that I am without employment at present.-==–==-=-=–==-=-=-=-=-=–==-=-=-=-=-=-=-=-=-=-=-=-=- I have nothing but gratitude...
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Book Review: The Great Reflation

2010/05/26
By David Merkel
Book Review: The Great Reflation

One quick note for readers before I begin: I passed my Series 86 exam with an 88% score.  I did better than I expected.  Now I am studying for the 87 — my how interesting it is to study law… BTW, the next book I am reviewing is Confidence Game. The Great Reflation I wish I...
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Post 1200

2010/03/31
By David Merkel
Post 1200

Every hundred posts, I take a step back and try to consider where we have been.  Perhaps because it is recent, I will examine my move to use Twitter.  I have been on Twitter for 3 weeks, and I have 350+ followers.  If you want to follow me on Twitter, you can do so...
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Notes and Comments

2010/03/04
By David Merkel
Notes and Comments

1) After reading a piece on Falkenblog yesterday, I decided to add up all of the profits from Fannie and Freddie over the last 20 years.  Ready for how much they made?  Ta-da!  They lost $114 billion. When writing at RealMoney, I was always skeptical of the GSEs, and felt that they were too lightly...
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Three Years at The Aleph Blog!

2010/02/24
By David Merkel
Three Years at The Aleph Blog!

Three years at The Aleph Blog?  Has it been that long?  Yes, the Shanghai crisis is that far in the past, which foreshadowed our current troubles, though I denied it at the time at my new blog. Why do I write here?  Is it for fame?  There isn’t much of that.  Money?  Sorry no, I...
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Balking in Winter Blunderland

2010/02/08
By David Merkel
Balking in Winter Blunderland

The place that got the most snow during the recent storm was Howard County, Maryland.  Elkridge had 38″, Columbia 34″, and at Aleph Blog Global HQ we got a measly 30″.  Here are some photos:looking out the front of the houseback deck from the inside…and the back deck from the outside…looking up the street…icicles...
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Balking in a Winter Blunderland

2010/02/08
By David Merkel
Balking in a Winter Blunderland

The place that got the most snow during the recent storm was Howard County, Maryland.  Elkridge had 38″, Columbia 34″, and at Aleph Blog Global HQ we got a measly 30″.  Here are some photos:looking out the front of the houseback deck from the inside…and the back deck from the outside…looking up the street…icicles...
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Catching up on Blog Comments

2009/12/18
By David Merkel
Catching up on Blog Comments

Before I start, I would like to toss out the idea of an Aleph Blog Lunch to be hosted sometime in January 2010 @ 1PM, somewhere between DC and Baltimore.  Everyone pays for their own lunch, but I would bring along the review copies of many of the books that I have reviewed for...
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On Sovereign and Quasi-Sovereign Risks

2009/12/01
By David Merkel
On Sovereign and Quasi-Sovereign Risks

I like investing internationally, because of the diversification it offers, both in stocks and bonds.  Or, think of it as a hedge.  Will the American Experiment continue to prosper?  We have come a long way from the Founding Fathers, and more than half of it is not good. But there are some place in our...
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