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I don’t think changing the tick size will change the fact that there are games surrounding trading. It will change … Read more
I don’t think changing the tick size will change the fact that there are games surrounding trading. It will change … Read more
Short run Intermediate Long Run Nominal Real Nominal Real Nominal Real Stocks + – + small – big + 0 … Read more
I’m still toying with the idea of starting an insurance-only hedge fund. I own a lot of insurers, and I … Read more
By DavidMerkel There is little to no fanfare for the release of this report, (why do they release at such a distracted … Read more
By DavidMerkel I appreciate constructive criticism. I particularly appreciate comments at this blog, regarding my long article on how return on equity changed during … Read more
By DavidMerkel… When there is financial failure, it comes as a result of illiquidity. Now, truly, these parties are insolvent, because … Read more
By DavidMerkel… I wrote the following for the 2012 Baltimore Business Review. When it is publicly available on the web, I … Read more
By DavidMerkel What I write here will not be rigorous. We’ve heard about “peak oil.” We’ve heard about other resources, and … Read more
By DavidMerkel November 2011 December 2011 Comments Information received since the Federal Open Market Committee met in September indicates that economic growth … Read more
By David Merkel of <a href="http://alephblog.com/"Aleph Blog Eddy Elfenbein is a clever guy; he put together a model of gold prices that … Read more
By David Merkel of Aleph Blog I’m working on my quarterly reshaping — where I choose new companies to enter my … Read more
By David Merkel of Aleph Blog It’s hard to take a loss. But taking losses is necessary to avoid even larger … Read more
By David Merkel of Aleph Blog A few things I left out last night. Here’s a country breakdown for Behemoths trading … Read more
By David Merkel of Aleph Blog There have been a lot of articles recently about how cheap the Behemoth stocks are … Read more
By David Merkel of Aleph Blog There is a benefit to reading books on marketing for those that will never be … Read more