My Photo
Note: Jeff does not accept guest blog posts on A Dash of Insight.

For inquiries regarding advertising and republication, contact

Follow Jeff on Twitter!

Enter your email address:

Delivered by FeedBurner


  • Seeking Alpha
    Seeking Alpha Certified
  • AllTopSites
    Alltop, all the top stories
  • iStockAnalyst
Talk Markets
Forexpros Contributor
Copyright 2005-2014
All Rights Reserved

« Misusing the Most Powerful Computer | Main | Interpreting the Fed Move »

March 21, 2007



Hi David,

Thanks for making this clear. Any investor with access could learn a lot from your regular review process. As you might guess, I love your stuff "in defense of cyclicals" but I have learned most from your posts on insurance.


David Merkel


Thanks ever so much for the attention. For those who have a subscription to, there will be one more piece on this matter in the next week, where I took my blog posts, tied them together and explained a few few of the matters that I was skimpy on a little better.

There are also two more on the way on related topics -- position sizing, and asset allocation. RealMoney is doing kind of a "spring cleaning" series, and these three articles are meant to give fundamental investors a way to adjust their portfolios to balance risk and return.

The comments to this entry are closed.