Alex Dumortier, CFA
TMFAleph1
Alex Dumortier covers daily market activity from a contrarian, value-oriented perspective.
Recent Articles by Alex Dumortier, CFA

Feb 3, 2018
by Alex Dumortier, CFA
3 Under-the-Radar Stories in the Stock Market This Week
More proof that branded consumer staples aren't what they used to be, why the bitcoin rally's last gasp may have been the result of manipulation, and Goldman Sachs warns that a market correction is on the horizon.

Jan 5, 2018
by Alex Dumortier, CFA
9 Quotes from Nobel-Winning Economist Richard Thaler to Help You Become a Better Investor
This year's Nobel laureate in economics, Richard Thaler, is an expert in how people deviate from rationality in their economic decision-making. Here are nine of his quotes that could make you a better investor.

Feb 1, 2017
by Alex Dumortier, CFA
Mortgage Rates Unchanged, As the Federal Reserve Steps on a New Tightrope
The main mortgage rates were roughly unchanged on Wednesday, as the Federal Reserve decided to stand pat on interest rates. Caution may be warranted as the Fed steps onto a different tightrope, courtesy of the new administration.

Jan 11, 2017
by Alex Dumortier, CFA
What Does 2017 Hold for ETFs? 3 Trends for Investors to Watch
Exchanged-traded funds (ETFs) represent a legitimate advance in the fund management industry -- one that has been validated by their success. Here are three ETF trends from 2016 that investors can expect will continue shaping the sector through 2017.

Jan 11, 2019
by Alex Dumortier, CFA
The 5 Operating Principles Behind Berkshire Hathaway’s Uniquely Profitable Reinsurance Business
In his 2015 letter, Warren Buffett warned Berkshire Hathaway shareholders that prospects for the reinsurance industry had dimmed. However, as this week's $1.5 billion deal with The Hartford illustrates, five operating principles will enable Berkshire's reinsurance activity to beat competitors and remain comfortably profitable.

Jan 3, 2017
by Alex Dumortier, CFA
Warren Buffett Outran His Billionaire Peers in 2016 -- 2 Business Principles Put Him in the Running
Warren Buffett's net worth increased by $11 billion in 2016 -- a performance that surpassed all his billionaire peers. To explain that performance, other numbers illustrate two of Berkshire Hathaway's "Owner-Related Business Principles."

Jan 3, 2017
by Alex Dumortier, CFA
What Does 2017 Hold for the S&P 500? Here's Why That's the Wrong Question
Stock market strategists are forming a tight herd when it comes to forecasting the S&P 500's prospects in 2017, demonstrating the absurdity of this game. Investors should be paying more attention to something that matters: forecasts of mediocre long-term returns.
Premium Investing Services
Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.