Monthly Archives: May 2009

Moody’s: Buffett and Einhorn. Who’s right?

WSJ 5-29-09 Two Views on Moody's Einhorn is selling short.  Buffett's long.  Join in on the trading.

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World Trade Shrinks (to put it mildly…)

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Timeless Wisdom from Benjamin Graham on Today’s Markets

If You Think Worst Is Over, Take Benjamin Graham's Advice Today, it has become trendy to declare that "buy and hold is dead." Some critics regard dollar-cost averaging, or automatically investing a fixed amount every month, as foolish. Asked if … Continue reading

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A Look Behind the Scenes of a Hedge Fund: Clifford Asness, AQR Capital Management

A Hedge-Fund King is Forced to Regroup  

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Ray Dalio, Bridgewater Associates: Nice Full Perspective Piece from Fortune

Fortune 3-30-09 Inside the World's Biggest Hedge Fund

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Follow-up on NACA, Bill Frey from Page One of WSJ

Activist Financier 'Terrorizes' Bankers in Foreclosure Fight Mr. Marks's nonprofit organization, Neighborhood Assistance Corp. of America, has emerged as one of the loudest scourges of the banking industry in the post-bubble economy. It salts its Web site with photos of … Continue reading

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Traits of the Most Successful CEOs

Maybe not what you think…In Praise of Dullness – David Brooks, NYT

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Are Taxpayers Getting Screwed Yet Again?

Policy issues and finance issues collide once again with the government in the mix:  Banks' Efforts to Repay U.S. May Undercut Benefit for Taxpayers To extinguish the warrants, the banks can let the Treasury auction them off to private investors … Continue reading

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So, Exactly How Large is the Equity Risk Premium?

The Eqity Risk Premium is a great topic for finance professors.  Study shows how it varies by economic times, geographic region, and other variables.  Results?  the average MRP used by European Companies in 2008 was 6.4%.

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If You Don’t Like Putin, You’ll Love This

New York TimesMay 16, 2009 Falling Gas Prices Deny Russia a Lever of Power By ANDREW E. KRAMER MOSCOW — As energy markets shrink, the same tactics that the Kremlin used to build Gazprom, the giant energy company, into a … Continue reading

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