A site for those who want to actively manage investments by capitalizing on macro and individual investment ideas.

Owner: strategic10

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Tags: Investing, Stocks, Bonds, Economics, Strategy

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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...
  • 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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