A very interesting cover story article in BusinessWeek about Exxon Mobil (XOM). I am usually skeptical of cover story articles, especially from BusinessWeek as in the past they’ve been contrarian indicators. This time they are onto something (ok, that is maybe because I agree with them). As I’ve written in the past, Exxon is a [...]
The Middle East is not immune to the problems around the world and to some degree it’s probably more vulnerable as these countries have not faced a crisis in a while. Thus they are likely to have more excess fat around the edges. We are finding from headlines that Kuwait is having a bank crisis. [...]
I did three 5 minute segment interviews on Yahoo TechTicker with Aaron Task and Henry Blodget. Here are links to the videos: Only Time Can Cure What Ails Us: Stocks Slump on Bailout, Stimulus News Range-Bound at Best: The Long View on Stocks Isn’t Much Better, Says Vitaliy Katsenelson Active Value Investing: The Bull Case for [...]