Latest Blog Posts for The Strategic Investor

• FMOC Statement
  on Dec 18, 2014
  David Merkel of the Aleph Blog publishes a redacted FMOC statement with his own commentary after every meeting.It is required reading at the Strategic Investor.David, I think it is fair to say, is sceptical of the wisdom of committees of academic cen...
• More evidence that China's rise is not inevitable
  on Jul 12, 2013
  Some time ago, I wrote a post about three China predictions, in which I argued that China was likely to become the worlds largest economy due to some basic factors in its economy: it was growing in real terms, it had positive inflation and had a near...
• The Federal Deficit: The REAL Reason the Fed will Taper
  on Jul 12, 2013
  In the media, there has been much knashing of teeth over the scaling back of QE3.  Supposedly, the move to reduce purchases of US Treasury securities will lead to higher interest rates and from there to recession and then armageddon.  It is...
• Bassett Stock Price Movements - Mattresses or Fundamentals?
  on Apr 19, 2012
  Bassett Furniture has seen significant movement in the stock price of late.  Moreover, as I have mentioned in previous posts, here and here the trend of the stock price has been pretty much one way - up almost every day (though not yesterday).&n...
• That was fast - Unusual activity in BSET
  on Apr 14, 2012
  An reported story - on Friday, Bassett Furniture, BSET, (Disclosure, I am long BSET), saw a massive rise of 5.5% on volume of 200,000 shares, 10x the normal amount.  There was no news nor any press release from BSET. As I posted earlier this we...
• BSET Posts Encouraging Results
  on Apr 11, 2012
  Bassett Furniture, BSET, is an interesting play on a recovery in consumer spending and housing. Last week, the company released its 1st Quarter Earnings statement and there was much to like, but with some caveats that suggest the questions around th...
• Buffett's Biographer Accuses him of Hypocracy
  on Mar 20, 2012
  Alice Schroeder, who wrote the "authorised" biography of Buffett, The Snowball, is now arguing that Buffett has been making major mistakes in the past few years, including an increasing focus on partisan politics and policy, engaging in investment pr...
• Buybacks vs. Dividends - McKinsey weighs in
  on Mar 15, 2012 in dividends Stocks mckinsey global institute governance buybacks
  ...
• Bank shares rally on JPM
  on Mar 13, 2012 in Banks BAC JPM
  This week, we find out about how banks have fared on the stress tests to which they are being subjected by the US treasury.  In an interview a few days ago, Brian Moynihan, CEO of Bank of America indicated that the banks would be shown to be fin...
• Some investing wisdom
  on Mar 12, 2012 in Investing Strategy
  I haven't had much time to write lately, so I figured I would share some investing wisdom I have come across recently. Matt Schifrin over at Forbes has written a great synopsis of the investing habits of some extraordianrily successful individual i...

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