The overarching theme of David Einhorn’s excellent presentation today at the Value Investing Congress was that all investors need to do their own homework and should never follow anyone blindly into a trade. And so I can only assume he’d be glad to see the below dissension over one of his stock ideas from this…

Here we go! David Einhorn (Greenlight Capital) opens with a lesson about doing your own homework, spotlights a story about how an influential investor very publicly bought a subprime lender, crowed about it to the Barron’s Roundtable as his smartest investment ever. The stock rallied for 6 weeks and then collapsed into bankruptcy. His first…

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…

Video.

Who you calling the Dumb Money?

Chart.

Ben Bernanke’s speech yesterday was very well-received by the Blognoscenti and the Twitterati who cover economics and finance; they found it to be his most forthright and unapologetic in terms of laying out the body’s shorter-term objectives to lower unemployment. The format of for the Fed Chairman’s remarks was a rhetorical Q&A, these are the…

In case you missed it:

And we’re back! Catch Part I of my notes here. John Mauldin, more of a macro guy than a value investor, takes the stage after the break. If you’re not familiar, Mauldin’s newsletter Thoughts from the Frontline has a million subs, he writes very thoughtful weekly missives on the state of the world’s economic situation….