I have enjoyed a constructive and helpful relationship with Seeking Alpha, where I was one of the earliest contributors. My message is not the most popular in that group, but I have a loyal audience there. Seeking Alpha runs most but not all of my articles. Occasionally I do something with them that I republish […]
There is widespread blogosphere agreement on this point: Information is good. and the corollary More information is better. The logic is pretty simple. If the information is not there, no one can get it. We hunger for data, viewpoints, and alternative methods of analysis. It creates a problem, of course, since there is too much […]
Everyone is focused on the human tragedy in Japan. Hopes and prayers of all go out to those stricken. In such an environment it can be difficult to think about business and what the effects will be. Nonetheless, that is the job of the investment manager. We need to put emotion aside and think clearly […]
One of my missions at "A Dash" is to find unpopular themes that have investment significance and value. Often this means challenging the accuracy of the most recent "Wall Street Truthiness." There is a dangerous idea making the rounds, the notion that delay is inherently bad. Adherents of this viewpoint are winning the sound bite […]
Things are looking up for Russia. The reason? Energy. Oil prices have been moving higher. This alone is bullish for many Russian companies. There is also a new factor — the opening of the China pipeline. I'll look at how to play this important development, but first some background on our approach. Background Traders […]