Post 1800
So, what do I write about at the Aleph Blog? I write about a lot of things. That’s a strength, and a weakness. A weakness, because not everyone cares about a lot of things and if I shift to cover an area that is unusual, readers may not care. It’s a strength, in the same...
Yahoo Finance News
I want to call attention to News at Yahoo Finance. I have used Yahoo Finance for 15 years and have found it valuable. As time has gone on, Yahoo has added low value news sources like Seeking Alpha, Motley Fool, and Zacks. These are websites that if I could eliminate them, it would be done...
A Visit from the Governor
Since coming back to work in Baltimore in 2007, I’ve tried to be more active in the Baltimore CFA Society. That has taken on a number of different forms: Serving on the program committee, lining up speakers as I can — sometimes I find it hard to get well-known friends to do it… surprising to...
Seven Notes
First, I have some blog news: my hosting provider made me delete 7000 spammers out of my user database. That left me with 200+ users. Inadvertently, in the process, around 70 bona fide users with surnames starting with the letters J-Z got deleted. So, if you got deleted, and have to re-register, my apologies. I...
On News Sources
A reader of mine asks: I’m interested in the range of stuff you are reading and thinking about. Would also be interested in a catalog of what, how, and why for “information sources you get pushed to” you and “information sources you pull/poll” on a daily or weekly basis. This is a struggle, and it...
Five Years at the Aleph Blog!
When Jim Cramer asked me to write for RealMoney, it was a dream come true, and I didn’t ask for it. After year of writing him on bond issues, he told me I wrote better than most he knew. Trouble was, in 2003, I had a new job at a hedge fund, and was doing...
Sorted Recent Tweets
Trying a new format here, I think readers will like it better. Most things are better after additional effort. Think of this as a news links by subject post. Economics If you look in the back, it seems that there were 58 respondents. From page 13: Methodology & Panel Selection Invi… http://t.co/p8sVZl9g Feb 06, 2012...
A Book on Value Investing
A medium-sized publisher has approached me to write a book on value investing. I might do it, or I might not. I also might try to do it with another publisher, or I might do it through Amazon. I solicit advice from my readers on the prospect. Anyway, I thought about what the book might...
Recent Tweets
Probable RT @moorehn: Because I’m pretty sure John Reed was super-excited to bust Glass-Steagall until Sandy Weill outsmarted him. Jan 31, 2012 RE: @finadd I think the US has two possible ways out with $AIG. Take control, break it up, and auction off the piece… http://t.co/RjjxqMpG Jan 31, 2012 Modern version of the Roman Empire:...
Post 1700
Every 100 posts, I breathe a deep breath and try to catch up on where we have been. It’s not always easy for me; I write about so many different issues, and I shift in response to changes in the markets. So, where have we been? Discussing finding jobs in the shrinking field of finance...
Recent Tweets
Stinks RT @s_m_i: RT @hedgefundinvest: RT @financialpost: Twitter to censor content in some countries http://t.co/zhnzV1Qo Jan 27, 2012 When the Reps win, wants 2b FedChair RT @pdacosta: Fed activism harms US growth, former Fed board governor Warsh says http://t.co/Tht5YyHi Jan 27, 2012 I’m different. I gained my net worth little by little through investing, and...
Recent Tweets
@The_Analyst does Hempton do Twitter? Bright guy. Jan 26, 2012 RE: @SoberLook It’s not a pledge, indeed, but it is an estimate. The bond market has reacted quite strongly to the e… http://t.co/crpU3QpH Jan 26, 2012 RE: @SoberLook Does this post from Alea change your opinion at all? http://t.co/2hs1LTyN… http://t.co/p3Plmjnb Jan 26, 2012 MF Customers...
