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- Buffett and the Forever Fund
- David Merkel submits: Imagine for a moment that you were approached by a very wealthy foundation, and they asked you to invest their money. They offer a low asset-based fee, but the assets are so large that it looks like a dream to you. Then they tell...
- External links 2009-11-13
- To Control Bubbles, the Fed Needs to First Control Itself
- David Merkel submits: I’ve written before about the Fed’s de facto triple mandate: Low goods-price inflation.Low labor unemployment.Protect the financial system in a crisis. Number 3 is the implicit obligation of the Fed, for several reasons: by David Merkel
- External links 2009-07-12
- Systemic Risk Is Unmanageable
- David Merkel submits: Often when we talk about the Fed, we talk about a dual mandate — low inflation, and low labor unemployment. But as I suggested at RealMoney many times, there is a hidden third mandate: protect the integrity of the banking system. Often, ...
- External links 2009-06-22
- Eight Notes on the U.S. Government's Effects on the Economy
- David Merkel submits: 1) I have said it before, but what are the limits of the US Government borrowing money? Aside from God, everything has a limit. I appreciate finem respice as she says: Of course, the next bubble (and perhaps the...
- External links 2009-05-31
- Big Moves: Wednesday's Phase Change
- David Merkel submits: Longtime readers know that my investing interests are broad. I almost decided to name this blog, “The Investment Omnivore,” but took the name of the investment fund that I deeply considered creating in the 90s, and used that. So, when notable things happen,...
- External links 2009-05-28
- Old National: Why Government Should Be Creating Markets Instead of Pricing Warrants
- David Merkel submits: No, this isn’t another discussion of SFAS 157, though there are some similarities. There has been a bit of a brouhaha over repayment of TARP options. Isn’t the government getting shortchanged? Maybe. Maybe not. This one is tough to answer,...
- External links 2009-05-25
- 12 Notes on the Economic Scene
- David Merkel submits: 1) I may as well start out with some predictions. I’m not an expert on this, but Chapter 9 of the bankruptcy code applies to municipalities, but not states. Given the problems with state & municipal pensions, we will probably see chapter 9 modified over...
- External links 2009-05-20
- What to Ask AIG
- David Merkel submits: The Committee on Oversight and Government Reform has asked Ed Liddy and the AIG trustees to testify Wednesday. Here are the questions that I would ask, given my recent piece on AIG. Are you going to be able to use all of your...
- External links 2009-05-12
- To What Degree Were AIG's Operating Insurance Subsidiaries Sound? (Part 8)
- David Merkel submits: Go to [Part 1] [Part 2] [Part 3] [Part 4] [Part 5] [Part 6] [Part 7] Continuing profitability / Is this strictly an investment problem? by David Merkel
- External links 2009-05-07
- To What Degree Were AIG's Operating Insurance Subsidiaries Sound? (Part 7)
- David Merkel submits: Go to [Part 1] [Part 2] [Part 3] [Part 4] [Part 5] [Part 6] Deferred Tax Assets by David Merkel
- External links 2009-05-07
- To What Degree Were AIG's Operating Insurance Subsidiaries Sound? (Part 6)
- David Merkel submits: Go to [Part 1] [Part 2] [Part 3] [Part 4] [Part 5] Realized Capital Losses, Excluding Securities Lending at the Life Companies by David Merkel
- External links 2009-05-06
- To What Degree Were AIG's Operating Insurance Subsidiaries Sound? (Part 5)
- David Merkel submits: Go to [Part 1] [Part 2] [Part 3] [Part 4] Reinsurance by David Merkel
- External links 2009-05-06
- Analyzing the Nasdaq Streak
- David Merkel submits: When I saw this piece from Barry, and this piece from Jason Goepfert on the eight-week Nasdaq streak, and read some of the questions, I said, “Hey, maybe I can help.” After struggling with what defines a week (close of business for the week, Friday,...
- External links 2009-05-06
- Did Goldman Gain from America's Pain?
- David Merkel submits: Wednesday I was featured at the New York Times “Room for Debate” blog, along with five others more notable than me. William K. Black, economist, the University of MissouriYves Smith, financial analystMark Thoma, economist, University of OregonDavid Merkel, financial analystCharles Geisst, authorJeffrey A. Miron, economist,...
- External links 2009-07-15
- Seven Notes on the China Wildcard
- David Merkel submits: 1) Is China really growing or not? Wait, is that a stupid question, or what? Of course China is growing, and pulling the global economy out of the ditch as well. Read this report from Time. Uh, maybe not. What if...
- External links 2009-07-17
- U.S. Dollar: Time for Deeds, Not Words
- David Merkel submits: From Bloomberg, I quote our Treasury Secretary: “I believe deeply that it’s very important to the United States, to the economic health of the United States, that we maintain a strong dollar,” Geithner told reporters in Tokyo today. by David Merkel
- External links 2009-11-12
- Opportunities in Dual Share Classes
- David Merkel submits: My research sometimes takes me into the nooks and crannies of finance. I know it is wonky, but I actually enjoy tearing into complex prospectuses in order get a sense of where value is. One of my current projects is on large companies...
- External links 2009-10-13
- Penn Treaty Insurance: Death at Last
- David Merkel submits: Alas, but all good things in the human sphere come to an end. Penn Treaty [OTC:PTYA] is the biggest insurer failure since 2004. Now, don’t cry too much. The state guaranty funds will pick up the slack. The banks are jealous...
- External links 2009-10-03
- Fallen Giant, by Ron Shelp: The Uneven History of AIG
- David Merkel submits: I am glad I read this book, but I found it less than satisfactory. Why? Wait a moment on that question, while I tell you about the book’s strong points, which I appreciated. by David Merkel
- External links 2009-10-02
- In Defense of the Rating Agencies, Once Again
- David Merkel submits: I guess I am a glutton for punishment, but I am going to take the opposite side of the argument from what most have been saying of late regarding the rating agencies. Those who want historical context can read my earlier three pieces: ...
- External links 2009-09-22
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