Nov 6, 2012 by Alex Dumortier, CFAThe Black Swan Election Scenario for StocksA low-probability, high-impact scenario.
Nov 5, 2012 by Alex Dumortier, CFADoes the Election Matter for Stocks?One uncertainty begets another.
Nov 5, 2012 by Alex Dumortier, CFAHow the Smart Money Is Positioning Itself NowUncertainty is here to stay
Nov 2, 2012 by Alex Dumortier, CFABerkshire Reports; Shares Still Look CheapTime + Talent = Value Creation.
Nov 1, 2012 by Alex Dumortier, CFA2 Companies, 2 Ways to Make Money in StocksAIG and LinkedIn: Two ways to beat expectations
Nov 1, 2012 by Alex Dumortier, CFAInvestors See Signs of "Green Shoots" in NovemberGood macro data brightens Mr. Market's mood.
Nov 1, 2012 by Alex Dumortier, CFAWatch This Mid Cap for Clues on HousingBoring business and telling numbers.
Nov 1, 2012 by Alex Dumortier, CFABuffett Doubles Down; Icahn Likes NetflixTwo legendary investors put money to work.
Nov 1, 2012 by Alex Dumortier, CFAWatch This Mid Cap for Clues on HousingBoring business and telling numbers.
Oct 31, 2012 by Alex Dumortier, CFATwo "Zombie" Firms Coming Back to LifeLeft for dead, these firms are returning to life.
Oct 30, 2012 by Alex Dumortier, CFA4 Reasons Tomorrow's Market Could Be StormyBe prepared for tomorrow's market reopening.
Oct 27, 2012 by Alex Dumortier, CFAStocks: Watch the Falling EstimatesAs estimates drop, multiples rise.
Oct 26, 2012 by Alex Dumortier, CFAThe U.S. Beats, and So Does MerckIt's a slow recovery, but a recovery nonetheless.
Oct 25, 2012 by Alex Dumortier, CFAThese 2 Stocks Will Drive Tomorrow's MarketTwo tech bellwethers disappoint after-hours.