Resources

8 Resources for

the inoculated investor

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Invest Proactively Even if You Missed the Rally: Feel as though you haven’t participated in the violent rally in stocks that has occurred since the beginning of March? I know I sure haven’t. My conservative stance on the equity markets has looked absolutely foolish with the benefit of hindsight. Oh well, better to learn these lessons now than...; Tags: US Market, The Inoculated Investor, Ceradyne Inc.; External links 2009-06-03
Don?t Expect a V-Shaped Recovery in Real Estate Prices: Anyone who knows me is aware that I have a unique perspective on real estate. My family is in the commercial real estate business and I worked in the business for a number of years before becoming a securities analyst. However, even as an analyst I have continued to...; Tags: US Market, Financial, The Inoculated Investor; External links 2009-07-08
Citi: Beware the Dreaded Anchoring Bias: Now that financial Armageddon is apparently off the table and markets have begun to stabilize a bit, is it time for investors to get back to good old fashioned stock picking? In other words, going forward will bottom up analysis of individual securities again be more important than the top...; Tags: Financial, The Inoculated Investor, Citigroup Inc.; External links 2009-07-15
Why You Should Pay No Attention to Consensus Estimates: While perusing the news headlines on Seeking Alpha yesterday morning, I learned that Fairfield Semiconductor FCS reported second quarter earnings per share of -$.03, soundly beating the consensus estimate of -$.11. Hooray! The company only lost $.03 a share in the worst economic downturn in 80 years. This is surely...; Tags: US Market, The Inoculated Investor, Fairchild Semiconductor International Inc., General Electric Co.; External links 2009-07-17
Marks and Klarman Join to Rescue CIT: With the incessant barrage of CIT-based headlines over the past week or so, you would be forgiven if you hadn’t bothered to delve into the final details of the $3 billion financing the company has apparently secured. What you unfortunately would have missed as a result of CIT fatigue is...; Tags: Financial, The Inoculated Investor, CIT Group; External links 2009-07-22

How Can We Regain Confidence in Financial Professionals?: Over the course of the last few years, many investors have lost confidence in financial professionals as a group. From advisors to money managers, the volatility of the global markets combined with the increasing complexity of financial products has led investors to question the aptitude of and the incentives that...; Tags: Financial, The Inoculated Investor, Citigroup Inc.; External links 2009-08-03
In Defense of the Oracle of Omaha: With Berkshire Hathaway’s (BRK.A) Q2 results due out later today, there is a whole lot of Buffett bashing going on in the blogosphere. In an article in Seeking Alpha today, Rolfe Winkler says that he feels betrayed by Warren Buffett. Also, Karl Denninger of The Market Ticker, a site that...; Tags: US Market, Financial, The Inoculated Investor; External links 2009-08-06
The Appropriate Sports Metaphor for the State of the U.S. Economy: How many times have you heard the question about what inning we are in when it comes to certain aspects of the financial crisis? The question can apply to the housing bust, stock market correction, consumer deleveraging cycle or anything that ostensibly has an identifiable beginning and end. While...; Tags: US Market, The Inoculated Investor, American International Group Inc., J.P. Morgan Chase & Co.; External links 2009-08-10