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An alternative view of events in today's financial markets with an emphasis on Value and Contrarian Investing. |
based on editor's review
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Exxon Mobil - XTO Energy - Part IIDec 17, 2009
Another part of the Outlook for Energy: A View to 2030, released by Exxon Mobil a week before the XTO Energy deal really bothers me.
"ExxonMobil technologies have unlocked vast new resources of natural gas that previously were trapped in dense rock...
Christopher H. BrowneDec 17, 2009
Christopher H. Browne of Tweedy, Browne & Co. died a few days ago and in memory of this value investor, here are excerpts from a speech he made to the Graham and Dodd Value Investing Center at Columbia University in November 2000.
"A whole body of...
Exxon Mobil - XTO EnergyDec 15, 2009
Exxon Mobil released a publication entitled Outlook for Energy: A View to 2030, about a week before the XTO Energy purchase. There was one part that caught my attention and gave a little hint of what they were planning:
"Natural gas supply to expand,...
How Bad Could It Have Been?Dec 4, 2009
A recent academic study called Financial Crises and Economic Activity, written by Stephen G Cecchetti, Marion Kohler and Christian Upper, has implications for the current strength and trend of the U.S. and Global economic recovery.
The paper examined...
FDIC ReportDec 1, 2009
The Federal Deposit Insurance Corporation (FDIC) recently released its third quarter of 2009 Quarterly Banking Profile detailing a host of statistics on the banks under its jurisdiction. This report has been well covered, but one part I wanted to...
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