The smartest actionable portfolio ideas from around the financial blogophere today: - Bespoke illustrates the relative strength of stocks vs. bonds over the past year. - How does inflation impact stock returns? Eddy Elfenbein finds the "magic inflation rate" below which the market historically performs …
The real reason why gas prices are soaring
Economist John Harvey says it's not supply and demand: Today’s spike is being driven by speculation, just as it was up to the financial crisis. Don’t take my word for it. Consider the data... Today, not only have known reserves risen substantially, but we are …
Silver volatility reminiscent of Hunt brother manipulation in the '80s (SLV)
Investors in silver (NYSE: SLV) should be forgiven for being irritable - their investment has been a veritable roller coaster of late, reaching multi-decade highs before a stunning collapse last week. The Wall Street Journal has been covering the story, and looking back to the …
Practice radical self-awareness in financial planning
Another great sketch from Carl Richards: From Richards’ newsletter accompanying the sketch: Almost no one is happy with the state of their financial plans, or at least it appears that way based on what we hear in the media. For that to change, we can't …
Dialing for discounted gas
While consumers are feeling the pinch at the pumps, software developers are creating mobile solutions for finding the best gas prices in a region. It may be time to start checking these out.. In a new Houston Chronicle article, Dwight Silverman reviews the top mobile …
Tweedy, Brown believes in Cisco, as do these Covestor managers (CSCO)
Legendary value firm Tweedy, Brown gave its case for holding Cisco Systems Inc (NASDAQ: CSCO) in its recently released 1Q 2011 shareholder letter: Cisco Systems provides routing, data and networking products for the internet. The company’s clients include corporations, public institutions and telecommunications companies worldwide. Cisco …
Seeing value in Microsoft, HP and Intel stock - at Yacktman and these Covestor models
Capital - Aggressive from Yinglan Tan Hedged Equity from Swan Asset Management Suncoast Equity from Suncoast Equity Management Core Holding from Vista
Greenlight Capital's investment thesis for Yahoo
Dealbreaker posted the 1Q11 letter to shareholders from David Einhorn's Greenlight Capital. The hedge fund went long Yahoo last quarter - here's why: The Partnerships established a new position in Yahoo! (YHOO) at an average cost of $16.93 per share. The company developed an extraordinary …
Here's why Greenlight Capital bought Best Buy
Dealbreaker posted the 1Q11 letter to shareholders from David Einhorn's Greenlight Capital. The hedge fund went long Best Buy (NYSE: BBY) last quarter - here's why: Best Buy Inc. (BBY) operates consumer electronics stores in the U.S., Canada, Mexico, Europe and China. The market is …
The dollar's collapse - what it means
A lot of good material has come out recently to illustrate the U.S. dollar's decline and what it might mean for investors. Here are a few particularly worthwhile pieces. - First, some perspective. David Singer's annotated long-term chart of the USD Index shows that while …