In all of my years investing, I've never seen a company argue its investment merits with this much force
November 15, 2011Chesapeake Energy Corp (CHK),CHKThe Insider Report
Many investors have a love-hate relationship with Chesapeake Energy. I know I certainly do. I'm still smarting from the let down knowing that its colorful and super smart CEO Aubrey McClendon got…
The Dow Jones Credit Suisse Hedge Fund Indexes Performance data for Oct 2011
November 15, 2011The Insider Report
The Dow Jones Credit Suisse Hedge Fund Indexes Performance data for Oct 2011 has been updated. Please visit our site at http://www.hedgeindex.com for further details. Dow Jones Credit…
Stock Buybacks Surge As S&P 500 Trades At Discount - Bloomberg
November 14, 2011The Insider Report
I'm not sure what to make of this headline so judge it for yourself. I wrote about insider buying picking up dramatically in August/September. I said the two other signs I'd look for were stock…
Californians Cut Spending - US Business News - CNBC
November 14, 2011The Insider Report
I thought this article was revealing. As they say, as goes California, so goes the nation. There are a lot of actionable ideas here, from shorting restaurants to credit card companies. …
Investors Dread-Letter Day: 11/23 - WSJ.com
November 13, 2011The Insider Report
Investors Dread-Letter Day: 11/23Mystery Surrounding Budget Supercommittee Keeps Markets in Limbo as Deadline Nears By BRENDAN CONWAYAssociated PressThe co-heads of the so-called deficit-reduction…
France Keeps a Watchful Eye on Italy’s Troubled Finances - NYTimes.com
November 13, 2011The Insider Report
In Paris, Keeping a Watchful Eye on Rome’s Finances By NELSON D. SCHWARTZ and LIZ ALDERMAN Published: November 13, 2011 While Italy has replaced Greece as the focus of anxiety amid Europe’s…
Businomics Blog: The European Financial Crisis and U.S. Financing Opportunities
November 13, 2011European Financial CrisisThe Insider Report
The European Financial Crisis and U.S. Financing Opportunities The European financial crisis has sent jitters around the world. For corporate financial managers in the United States the crisis raises…
Calculated Risk: Schedule for Week of Nov 13th
November 13, 2011The Insider Report
Schedule for Week of Nov 13th by CalculatedRisk on 11/12/2011 01:15:00 PM Earlier: • Summary for Week Ending Nov 11th Two key housing reports will be released this week: November homebuilder…
3rd Quarter September 2011 Shareholder Letter: Live to Fight Another Day
November 12, 2011Uncategorized,Letters
3rd Quarter September 2011 Shareholder Letter: Live to Fight Another Day
Municipal bond holders vastly underestimating risk
November 10, 2011The Insider Report
Jefferson County, Alabama, Votes to Declare Biggest Municipal Bankruptcy - Bloomberg Jefferson now must show a federal judge that it can’t pay its bills and then draw up a plan for meeting…