Market Commentary Part 2 (or Ball Watching)

I start with an analogy…I used to be a big fan of that TV show, Friends but toward the end of its run, I got really bored with the show and couldn’t have cared less when it came off the air.  And my least favorite character was Joey, so I had absolutely no interest when [...]


Market Commentary Part 1 (or John Thain Is A Genius)

I won’t go too much into the headlines as readers can find abundant chatter on today’s events elsewhere.  My blogroll is sparsely populated but I really do feel that those blogs (not the traditional news sources) are the best source for insight so I heartily recommend visiting The Big Picture for the latest and the [...]


[Book Review] The Aggressive Conservative Investor by Martin Whitman

AUTHOR: Martin Whitman RATING: 8 of 10 REVIEW by Davy Bui . Select Highlights One of the few books to address stock investing from a real-world perspective — i.e. the payoff (or “bailout” as Whitman calls it) vs. a stock’s theoretical value. Whitman gives the reader a more nuanced look into stock analysis than most [...]

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State of the Union

With the drama of the political conventions behind us, hopefully, I can get back to focusing on getting stuff done.  Following the election too closely leads me to echo that great Will Ferrell line from Zoolander: “I FEEL LIKE I’M TAKING CRAZY PILLS!” More on this topic (What's this?) MILTON BROS. FEEL HEAT ON FUNDS [...]

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Portfolio Performance: +5.9% YTD through August 2008

Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +5.9% YTD (including dividends) DJIA: -13.0% Nasdaq: -10.7% S&P 500: -12.6% DJ WIlshire 5000: -11.4% Reuters 2000 (smallcap): -3.5% The commodities correcting trend that began in [...]

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