Talking markets and banks with Chris Swatta on the Value Investing Show

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Talking markets and banks with Chris Swatta on the Value Investing Show

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Old Age, Best friend and Confusion

It is just not a good time to be aggressively buying stocks. We can talk about low interest rates and buybacks until the cows come home but somethings are just obvious. You don’t spit into the wind, you don ...

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Brexit, Kindness and Banking Done Right

I am spending as much of today in Brexit denial as I possibly can. Wall Street and the bookies seem confident that the UK will stay in the EU but we won’t know for sure until much later or ...

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Read, Think, Prosper

I had a couple of stark reminders why most individual investors underperform the market this week. One of the sales guys at Benzinga has been chatting with folk who didn’t renew their Banking on Profits service to see why ...

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Click Bait, Nonsense and the Liquidity Myth

The madness started yesterday as the first to what will be endless articles about which industries and stocks will do best under Trump or Hillary was published. It is a stupid game that is played at your own peril. The ...

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Grow or Die in Dallas

I just returned from the Bank Director Grow the Bank Conference in Dallas and I have to say it was one of the more interesting meetings I have attended this year. This conference covered everything from the 30,000 foot ...

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Big Numbers at a Big Discount

May is a busy month around Chez Melvin. We have my birthday to kick off the month, The Berkshire Hathaway meeting, the Kentucky Derby, The Preakness, The Indy 500, baseball, my oldest kids birthdays and Memorial Day are also in ...

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The Fed, Cyber Thieves and Sticking with What Works

I was asked yesterday how I was faring during all the recent market craziness. I have ot confess I wasn’t really aware the markets had been crazy. I knew my screens were not showing anything new but I have ...

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Bankers, Grave Dancers, Politicians and Beaches

Some weeks it is a bit tricky to come up with ideas for one more article every Thursday afternoon. Other weeks there is so much going on in the world this little epistle pretty much writes itself. This week is ...

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Doom,Gloom and Champagne

There were several key conference this week where business leaders, investors and big thinkers shared their ideas and thoughts on the world today. The one getting the most coverage is the Ira Sohn conference in New York were major investors ...

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Rainwater, Banks and REITs

There is a quote from Richard Rainwater that has floated around the internet the past few weeks. Rainwater once said “Most people invest and then sit around worrying what the next blowup will be, I do the opposite. I wait ...

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