David Jackson
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- Book Review: 'Investing with Volume Analysis' - Seeking Alpha Apr 5, 2011
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Roger Nusbaum Positions for 2011: Sector Picking Less Important Than Country / Theme Selection - Seeking Alpha
This excellent article was the first in our Premium Partner Program.Jan 17, 2011
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Marty Whitman: Great Stock Picker, Wrong on Diversification
Another superb article by Roger Nusbaum on portfolio management.Nov 9, 2010
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Introducing My ETF Portfolio
Superb article on portfolio management using a momentum-based asset class strategy using ETFs.Nov 9, 2010
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What 'The Economist' Doesn't Know About Gold
Important article for gold investors. Explains that the gold price is inversely correlated with real interest rates, not inflation and nominal interest rates. That's why gold is doing well now (real interest rates are negative), despite low nominal interest rates and low inflation.Jun 29, 2010
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Why Whitney Tilson Is Wrong About BP
Superb article that contributes to the BP debate. ($BP)Jun 24, 2010
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Google Goes After the Living Room
Carl Howe is outstanding - astute commentator, and also a pleasure to read. This is a good explanation of GoogleTV.May 21, 2010
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The World According to Seth Klarman
Worth reading - Seth Klarman is super-smart.May 21, 2010
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Roger Nusbaum's Articles
I love Roger's calm approach to investing. It's deceptively simple - keeping your head when others are losing theirs isn't easy.May 14, 2010
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Dividends add no value - Hester
By one of the smartest opponents of investing for dividends.May 14, 2010
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Why I Love Dividends
Good article (though I disagree), with a great discussion in the >100 comments that's a must read for any dividend investor.May 14, 2010
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Are European Blue Chips a Bargain?
Excellent article - buy when others are fearful.May 14, 2010
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Will China's Bubble Bring Everyone Down?
Adds an interesting technical perspective to the other fundamental concerns about China.May 14, 2010
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Al Vickery's Instablog
Daily "Morning Call" is a good pre-market briefing.May 13, 2010
