Hot Links for Weekend Reading… David Merkel on ignoring the siren song of bearishness in a bull market. (AlephBlog) The big BIG winners of 2009: Stocks that are up 400% plus: (Bespoke) Bonus/ compensation discussions will be prominent at the G-20 meeting next week. (Bloomberg) Peter Schiff: Letting Lehman go was one of the only…
David Merkel
Hot Links: Gartman, DeLong, Merkel & The Big Dogs
Stuff I’m Reading this Morning… On tap today: New home sales, consumer confidence, the Richmond Fed. The Fly is liking the refiners here. (iBankCoin) Commodities guru Dennis Gartman starting a new hedge fund. (MarketFolly) This is a non-story to me, but the Goldman trading huddles are now in the spotlight. (Clusterstock) Bernanke to get the…
Get To Know The Aleph Blog's John Davidson Saga
I just concluded a marathon session of catch-up reading on several blogs, but one particular post stopped me dead in my tracks. The Aleph Blog’s David Merkel concluded his John Davidson series with a bang this week and if you haven’t been exposed to this fantastic insurance company allegory, I strongly recommend you set aside…
