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	<title>Nightly Investment Links &#187; Nightly Investment Links</title>
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	<description>Enriching Links For Value Invesors</description>
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		<title>Nightly Links Discontinued</title>
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		<pubDate>Wed, 10 Jun 2009 02:43:52 +0000</pubDate>
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		<description><![CDATA[Dear readers,
I have some bad news. I find myself very pressed for time, so instead of running two blogs poorly I will stick with the blog that makes me the happiest, SimoleonSense.com .  Until these nightly investment links can be automated this website will no longer offer any updates.
I appreciate your support. I have enjoyed [...]


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			<content:encoded><![CDATA[<p>Dear readers,</p>
<p>I have some bad news. I find myself very pressed for time, so instead of running two blogs poorly I will stick with the blog that makes me the happiest, <a href="http://www.simoleonsense.com">SimoleonSense.com</a> .  Until these nightly investment links can be automated this website will no longer offer any updates.</p>
<p>I appreciate your support. I have enjoyed posting the links for the past 6-months and wish you the best. Please continue to track our progress on  <a href="http://www.simoleonsense.com">SimoleonSense.com</a></p>
<p>-Miguel Barbosa</p>


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		<title>Nightly (Value) Investment Links #155</title>
		<link>http://www.nightlyinvestmentlinks.com/value-investing-links-155/</link>
		<comments>http://www.nightlyinvestmentlinks.com/value-investing-links-155/#comments</comments>
		<pubDate>Thu, 28 May 2009 23:41:25 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Nightly Investment Links]]></category>

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		<description><![CDATA[ Miguel&#8217;s Recommended Links
Feature: Ultimate BYD Post &#8211; Via Mispricing blog
Feature:  Boards with dissident directors handily outperform peers - Via Greenbackd
Feature: Distressed Debt Portfolio Management - Via Distressed Debt Investing
Feature: The Yield Effect &#8211; Via Mr. Market Blog
0. The Yuan Takes Another Step &#8211; Via Shadow Bankers
1. Warren Buffet&#8217;s Big Battery Play &#8211; Via Mispricing Blog
2. April [...]


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			<content:encoded><![CDATA[<p style="text-align: center;"><strong> Miguel&#8217;s Recommended Links</strong></p>
<p>Feature: <a href="http://mispricing.blogspot.com/2009/05/build-your-dreams-blow-your-mind.html">Ultimate BYD Post</a> &#8211; Via Mispricing blog</p>
<p>Feature:  <a href="http://greenbackd.com/2009/05/28/elect-a-dissident-and-you-may-win-a-prize/">Boards with dissident directors handily outperform peers </a>- Via Greenbackd</p>
<p>Feature: <a href="http://www.distressed-debt-investing.com/2009/05/managing-distressed-debt-portfolio.html">Distressed Debt Portfolio Management </a>- Via Distressed Debt Investing</p>
<p>Feature: <a href="http://mrmarketsvalue.blogspot.com/2009/05/yield-effect.html">The Yield Effect</a> &#8211; Via Mr. Market Blog</p>
<p>0. <a href="http://shadowbankers.wordpress.com/2009/05/26/the-yuan-takes-another-step/">The Yuan Takes Another Step</a> &#8211; Via Shadow Bankers</p>
<p>1. <a href="http://mispricing.blogspot.com/2009/05/warren-buffets-big-battery-play.html">Warren Buffet&#8217;s Big Battery Play</a> &#8211; Via Mispricing Blog</p>
<p>2. <a href="http://activistinvesting.blogspot.com/2009/05/april-activist-investments-58-companies.html">April Activist Investments &#8211; 58 Companies Targeted</a> &#8211; Via Official Activist Blog</p>
<p style="text-align: center;"><strong>Direct Sources (Newspapers, magazines, etc)</strong></p>
<p>1. <span class="news_story_title"><a href="http://www.bloomberg.com/apps/news?pid=20601087&amp;sid=ask9nKVq8g_Y&amp;refer=home">Martin Whitman Is Buying Distressed Debt, Forest City</a> &#8211; Via Bloomberg</span></p>
<p><span class="news_story_title">2.</span><a href="http://fivegurus.blogspot.com/2009/05/marty-whitman-on-balanced-approach.html">Video: Marty Whitman on the Balanced Approach</a> &#8211; Via Guru 5</p>
<p style="text-align: center;"><strong><span class="news_story_title">Blogs:</span></strong></p>
<p><span class="news_story_title">Feature:</span><strong><span class="news_story_title"> </span></strong><a href="http://buyingvalue.com/2009/05/dashboard-tool-fundamental-analysis/">Dashboard Tool for Fundamental Analysis </a>- Via Buying Value</p>
<p>Feature: <a href="http://www.georgevargheseonline.com/2009/05/how-to-track-your-portfolio-performance.html"> Tracking portfolio performance </a>- via George Varghese</p>
<p>1. <a href="http://barelkarsan.com/2009/05/healthspring-warms-up.html">HealthSpring Warms Up &#8211; Via Barel Karsan</a></p>
<p>2. <a href="http://barelkarsan.com/2009/05/dorels-advantage.html">Dorel&#8217;s Advantage</a></p>
<p>3. <a title="Permanent Link: Return of Industry Ranks" rel="bookmark" href="http://alephblog.com/2009/05/27/return-of-industry-ranks/">Return of Industry Ranks</a> &#8211; Via Aleph Blog</p>
<p>4. <a href="http://safe-and-cheap.blogspot.com/2009/05/what-chu-think-about-ticketmaster.html">What chu think about TicketMaster?</a> &#8211; Via safe &amp; cheap</p>
<p>5. <a href="http://fivegurus.blogspot.com/2009/05/leucadia-investment-in-trouble.html">Leucadia Investment in Trouble?</a> &#8211; Via Guru 5</p>
<p>6. <a href="http://inoculatedinvestor.blogspot.com/2009/05/banks-just-dont-get-it.html">The Banks Just Don&#8217;t Get It</a> &#8211; Via Inoculated investor</p>
<p>7. <a title="Permanent Link: Can Traditional Print Newspapers Survive “Creative Destruction”?" rel="bookmark" href="http://www.rationalwalk.com/?p=1669">Can Traditional Print Newspapers Survive “Creative Destruction”?</a> &#8211; Via Rational Walk</p>
<p>8. <a title="Permanent Link: MidAmerican Energy and BYD Partner on Battery Storage Initiative" rel="bookmark" href="http://www.rationalwalk.com/?p=1657">MidAmerican Energy and BYD Partner on Battery Storage Initiative</a> &#8211; Via rational walk</p>


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		<title>Nightly (Value) Investment Links #154</title>
		<link>http://www.nightlyinvestmentlinks.com/nightly-value-investment-links-154/</link>
		<comments>http://www.nightlyinvestmentlinks.com/nightly-value-investment-links-154/#comments</comments>
		<pubDate>Wed, 27 May 2009 01:47:55 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Nightly Investment Links]]></category>

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		<description><![CDATA[Daily Features- Miguel&#8217;s Recommended Readings
Feature: What Are the Odds? &#8211; via Mispricing
Feature: The Best of “Woodstock for Capitalists,” Part 4: Best Questions Not on Our List—Avoided &#8211; via Jeff matthews
Feature:Darwin and Investing &#8211; Via Farnam Street
0. Loss Aversion- via Farnam street
1.Cheap Stocks Interview:  Art Patten, President of Symmetry Capital, LLC &#8211; Via CheapStocks
2. In [...]


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			<content:encoded><![CDATA[<p style="text-align: center;"><strong>Daily Features- Miguel&#8217;s Recommended Readings</strong></p>
<p><strong>Feature: </strong><a href="http://mispricing.blogspot.com/2009/05/what-are-odds.html">What Are the Odds?</a> &#8211; via Mispricing</p>
<p><strong>Feature: </strong><a href="http://jeffmatthewsisnotmakingthisup.blogspot.com/2009/05/best-of-woodstock-for-capitalists-part_26.html">The Best of “Woodstock for Capitalists,” Part 4: Best Questions Not on Our List—Avoided</a> &#8211; via Jeff matthews</p>
<p><strong>Feature:</strong><a href="http://1440-68131.blogspot.com/2009/05/darwin-and-investing.html">Darwin and Investing</a> &#8211; Via Farnam Street</p>
<p>0. <a href="http://1440-68131.blogspot.com/2009/05/loss-aversion.html">Loss Aversion</a>- via Farnam street</p>
<p>1<strong>.</strong><a href="http://stocksbelowncav.blogspot.com/2009/05/cheap-stocks-interview-art-patten.html">Cheap Stocks Interview:  Art Patten, President of Symmetry Capital, LLC &#8211; </a>Via CheapStocks</p>
<p>2. <a href="http://www.controlledgreed.com/2009/05/in-portfolio-management-small-can-be-beautiful.html">In Portfolio Management, Small Can Be Beautiful </a>- Via Controlled Greed</p>
<p>3.<a href="http://greenbackd.com/2009/05/26/nstr-shareholders-approve-liquidation/">NSTR shareholders approve liquidation </a>- Via Greenbackd</p>
<p>4. <a title="Permanent Link to &quot;Yale’s Swensen on Asset Allocation — and Why to Avoid Mutual Funds&quot;" rel="bookmark" href="http://theguruinvestor.com/2009/05/26/yales-swensen-on-asset-allocation-and-why-to-avoid-mutual-funds/">Yale’s Swensen on Asset Allocation — and Why to Avoid Mutual Funds</a> &#8211; Via Guru investor</p>
<p>5. <a href="http://whatwouldjohntempletonsay.com/2009/05/26/extraordinary-popular-delusions/">Extraordinary Popular Delusions -</a> Via What Would John Templeton Say</p>
<p style="text-align: center;"><strong>Direct Sources (Newspapers etc)</strong></p>
<p>1. <a href="http://news.bbc.co.uk/2/hi/business/8066037.stm">World Bank warns of social unrest </a>- Via BBC</p>
<p>2.  <a href="http://www.controlledgreed.com/2009/05/steinhardt-rally-will-end-amid-scary-economy.html">Steinhardt: Rally Will End Amid &#8220;Scary&#8221; Economy</a> &#8211; Via Controlled Greed</p>
<p>3. <a href="http://www.frontlinethoughts.com/gateway.asp">John Mauldin On The Paradox of deficits</a> &#8211; via john mauldin</p>
<p style="text-align: center;"><strong>Media (Videos, Podcasts, etc)</strong></p>
<p>1. Video: <a href="http://wallstfolly.typepad.com/wallstfolly/2009/05/video-bill-ackman-makes-his-case-for-target-board-seats-tgt.html">Bill Ackman on Target </a>- Via WSF</p>
<p>2. Video: <a href="http://marcfaberblog.blogspot.com/2009/05/latest-cnbc-interview.html">Marc Faber </a>- Via Marc Faber Blog<strong><br />
</strong></p>
<p style="text-align: center;"><strong>Blogs</strong></p>
<p><strong>Feature: </strong><a title="Permanent Link to Negative Enterprise Value Stocks Outperform:Up 103.98%" rel="bookmark" href="http://www.oldschoolvalue.com/featured/negative-enterprise-value-stocks-outperform/">Negative Enterprise Value Stocks Outperform:Up 103.98%</a> &#8211; Via Old School Value</p>
<p>1. <a title="Permanent link to As Economic Recovery Takes Hold, Get Ready for a Changing Regulatory Environment" rel="bookmark" rev="post-322" href="http://www.arohanvalue.com/2009/05/20/as-economic-recovery-takes-hold-get-ready-for-a-changing-regulatory-environment/">As Economic Recovery Takes Hold, Get Ready for a Changing Regulatory Environment -</a> Via Arohans Investing Life</p>
<p>2. <a href="http://8percentpa.blogspot.com/2009/05/analysing-etfs.html">Analysing ETFs</a> &#8211; Via 8%Per Annum</p>
<p>3. <span id="title"><a rel="bookmark" href="http://www.noisefreeinvesting.com/blog/?p=923">Book Review: Animal Spirits</a> &#8211; Via Noise Free Investing</span></p>
<p><span>4. </span><a href="http://mispricing.blogspot.com/2009/05/secret-of-googlenomics-data-fueled.html">Secret of Googlenomics: Data-Fueled Recipe Brews Profitability</a> &#8211; Via Mispricing</p>
<p>5.<a href="http://barelkarsan.com/2009/05/cash-rules-at-office-depot.html">Cash Rules At Office Depot</a> &#8211; Via barel Karsan</p>
<p>6. <span class="title"><a href="http://www.magicdiligence.com/articles/cherokee-CHKE-quick-take">QUICK TAKE: CHEROKEE, INC. (CHKE) </a>- Via Magic Diligence</span></p>
<p><span class="title">7. </span><a href="http://www.thediv-net.com/2009/05/small-cap-is-important-component-in.html">Small-Cap Is An Important Component in a Portfolio</a> &#8211; Via Divnet</p>
<p>8. <a href="http://www.capitalspectator.com/archives/2009/05/is_the_bond_mar_1.html">IS THE BOND MARKET TRYING TO TELL US SOMETHING? </a>- Via Capital Spectator</p>
<p>9. <a href="http://www.nurseb911.com/2009/05/fixed-income-alternatives-update-i.html">Fixed Income Alternatives, Update I:</a> &#8211; Via TMWTF</p>
<p>10. <a title="Permanent Link: Fifteen Notes on our Current Economic Situation" rel="bookmark" href="http://alephblog.com/2009/05/26/fifteen-notes-on-our-current-economic-situation/">Fifteen Notes on our Current Economic Situation</a> &#8211; Via Aleph Blog</p>
<p>11. <a href="http://investorsconsigliere.typepad.com/the_investors_consigliere/2009/05/upcoming-natural-experiment-in-the-beer-industry.html">Upcoming Natural Experiment in the Beer Industry </a>- Via investors Consigliere</p>
<p>12.<a href="http://marketseer.blogspot.com/2009/05/hank-paulson-legacy-blunder.html">Hank Paulson &#8211; A Legacy Blunder</a> &#8211; via kaspars market insights</p>
<p style="text-align: center;"><strong>Forums &amp; Message Boards (Guru Focus, Corner Of BRK &amp; FFH)</strong></p>
<p>1. <a href="http://cornerofberkshireandfairfax.ca/forum/index.php?topic=620.msg5091#msg5091">Banks turned bad loans into income</a></p>
<p>2. <a href="http://www.gurufocus.com/news.php?id=57467">52-Week High Companies: Randgold Resources Ltd., Advance Auto Parts Inc., Netease.com Inc., Shanda Interactive Entertainment Ltd., and NuStar Energy L.P. </a></p>
<p>3. <a href="http://www.gurufocus.com/news.php?id=57493">Global Payments Inc. – Moving Money to Make Money </a></p>
<p>4. <a href="http://www.gurufocus.com/forum/read.php?2,57512,57512">Japan FY09 Passenger Car Output To Revert </a></p>
<p>5. <a href="http://www.gurufocus.com/news.php?id=57530">Guru Stocks at 52-Week Low: FirstEnergy Corp, American Electric Power Company Inc, Aon Corp, H&amp;R Block Inc, and Wisconsin Energy Corp.</a></p>


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		<title>Nightly (Value) Investment Links #153</title>
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		<pubDate>Tue, 26 May 2009 04:55:00 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Nightly Investment Links]]></category>

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		<description><![CDATA[Daily Features (Miguel’s Recommendations)
Feature: THE EVOLUTION OF THE IDEA OF “VALUE INVESTING”: FROM BENJAMIN GRAHAM TO WARREN BUFFETT - via Farnam Street
Feature:If You Think Worst Is Over, Take Benjamin Graham&#8217;s Advice &#8211; Via WSJ
Feature: Size Matters: The Kelly Criterion and the Importance of Money Management - Via Farnam Street
Feature: Southeastern Asset Annual meeting transcript - [...]


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			<content:encoded><![CDATA[<p style="text-align: center;"><strong>Daily Features (Miguel’s Recommendations)</strong></p>
<p><strong>Feature:</strong> <a href="http://1440-68131.blogspot.com/2009/05/evolution-of-idea-of-value-investing.html">THE EVOLUTION OF THE IDEA OF “VALUE INVESTING”: FROM BENJAMIN GRAHAM TO WARREN BUFFETT </a>- via Farnam Street<br />
<strong>Feature:</strong><a href="http://online.wsj.com/article/SB124302634866648217.html">If You Think Worst Is Over, Take Benjamin Graham&#8217;s Advice</a> &#8211; Via WSJ<br />
<strong>Feature: </strong><a href="http://1440-68131.blogspot.com/2009/05/size-matters-kelly-criterion-and.html">Size Matters: The Kelly Criterion and the Importance of Money Management </a>- Via Farnam Street<br />
<strong>Feature: </strong><a href="http://cornerofberkshireandfairfax.ca/forum/index.php?topic=616.msg5062#msg5062">Southeastern Asset Annual meeting transcript </a>- via Corner Of BRk &amp; FFH<br />
<strong>Feature</strong><a href="http://www.gurufocus.com/forum/read.php?1,57427,57427">Bob Rodriguez latest Letter We have a new word for it, “repression.” </a>- via GuruFocus<br />
<strong>Feature: </strong><a href="http://www.gurufocus.com/forum/read.php?2,57428,57428">Robert Rodriguez on our Tax System </a>- via Guru Focus<br />
<strong>Feature:</strong> <a href="http://mrmarketsvalue.blogspot.com/2009/05/sunday-schloss-5.html">Sunday Schloss #NysAA&#8217;s Dedication </a>- Via Mr Market Blog<br />
<a href="http://cornerofberkshireandfairfax.ca/forum/index.php?topic=612.msg5037#msg5037">Terrific Interview With WFC CEO John Stumpf Ceo Of WFC </a>- Via Corner OF brk &amp; ffh<br />
<a href="http://www.rationalwalk.com/?p=1538">Bill Ford Interview on Battery Technology </a>- Via Rational Walk<br />
<a href="http://inoculatedinvestor.blogspot.com/2009/05/what-we-can-learn-from-failure-of-bkuna.html">What we can learn from the failure of BKUNA </a>- Via Inoculated Investor<br />
<a href="http://www.gurufocus.com/news.php?id=57441">GameStop’s recent sell-off presents opportunity.</a> &#8211; Via Guru Focus<br />
<a href="http://lloydsinvestment.blogspot.com/2009/05/impact-of-sidelined-cash-in.html">The Impact of Sidelined Cash in Disequilibrium on the Stock Market-</a> Via Lloyds Investment Blog<br />
<a href="http://disciplinedinvesting.blogspot.com/2009/05/latest-in-dividend-research.html">The Latest In Dividend Research </a>- Via Disciplined Approach to investing<br />
<a href="http://contrarianedge.com/2009/05/22/what-future-holds/">What Future Holds? </a>- Via Vitaliy&#8217;s Contrarian Edge<br />
<a href="http://cheapstockinvestor.blogspot.com/2009/05/realnetworks-inc-buy-recommendation.html">RealNetworks, Inc.-Buy Recommendation</a> &#8211; via Cheap Stocks<br />
<a href="http://cheapstockinvestor.blogspot.com/2009/05/new-recommendation-divx.html">New Recommendation-DivX </a> &#8211; Via Cheap Stocks<br />
<a href="http://jeffmatthewsisnotmakingthisup.blogspot.com/2009/05/best-of-woodstock-for-capitalists-part_21.html">The Best of “Woodstock for Capitalists,” Part 3: The Most Logical Answer </a>- Via Jeff Matthews<br />
<a href="http://shadowstock.blogspot.com/2009/05/part-science-art-and-personal-goals.html">Part Science, Art and Personal Goals </a>- Via Shadow stock<br />
<a href="http://www.smartmoney.com/investing/economy/why-jeremy-grantham-changed-his-mind/?cid=1230">Why Jeremy Grantham Changed His Mind </a>- Via Smart Money</p>
<p style="text-align: center;"><strong>Direct Sources (Newspapers, Magazines Etc)</strong></p>
<p><strong>Feature: </strong><a href="http://www.bloomberg.com/apps/news?pid=20601087&amp;sid=aAOqcHEHmdAA&amp;refer=home">Yale’s Swensen Recommends TIPS to Hedge &#8220;Substantial Inflation&#8221;</a> &#8211; Via BloomBerg<br />
0. <a href="http://empiricalfinanceresearch.blogspot.com/2009/05/asset-growth-effect-in-stock-returns.html">The Asset Growth Effect in Stock Returns </a>- Via Empirical Finance Research<br />
1. <a href="http://buyingvalue.com/2009/05/insider-trades-05222009/">Latest List Of Insider Trades</a> &#8211; Via Buying value<br />
2. <a href="http://www.bloomberg.com/apps/news?pid=20601039&amp;refer=columnist_gilbert&amp;sid=aKOzWiTDseUE">Dollar Is Dirt, Treasuries Are Toast, AAA Is Gone: Mark Gilbert </a> &#8211; Via Bloomberg<br />
3.<a href="http://www.bloomberg.com/apps/news?pid=conewsstory&amp;refer=conews&amp;tkr=CHEUY%3AUS&amp;sid=aori1Tiv8wEk"> Li Ka-shing Tells Investors to ‘Be Careful’ on Stocks</a> &#8211; Via Bloomberg<br />
4. <a href="http://can-turtles-fly.blogspot.com/2009/05/commercial-real-estate-falling-apart.html">Commercial real estate falling apart </a> &#8211; Via can Turtles Fly<br />
5. <a href="http://prudentinvestor.blogspot.com/2009/05/investors-rush-into-gold-at-breakneck.html">Investors Rush Into Gold at Breakneck Speed in Q1 2009 </a> &#8211; Via Prudent Investor<br />
6. <a href="http://cheapstockinvestor.blogspot.com/2009/05/cheap-stocks-5222009-update.html">Cheap Stocks, 5/22/2009 Update </a> &#8211; Via Cheap stocks<br />
7. <a href="http://todaysvalueinvestor.blogspot.com/2009/05/abbreviation-categorydefinition_24.html">Today&#8217;s value Investor List</a> &#8211; Via TVI</p>
<p style="text-align: center;"><strong>Media (Videos, Audio, etc)</strong></p>
<p>1. <a href="http://whatwouldjohntempletonsay.com/2009/05/21/the-crash-of-1987-part-2/">The Crash of 1987, Part 2 </a>- Via What Would John Templeton Say<br />
2. Video. <a href="http://www.noisefreeinvesting.com/blog/?p=925">Richard Davis: Making Sense of Banking in the 21st Century</a> &#8211; Via Noise Free investing</p>
<p style="text-align: center;"><strong>Blogs:</strong></p>
<p>1. <a href="http://www.rationalwalk.com/?p=1527">New Jersey’s Pension Crisis: A Canary in the Coalmine?</a> &#8211; Via Rational walk<br />
2. <a href="http://www.rationalwalk.com/?p=1646">A.M. Best Reaffirms Ratings of National Indemnity Group</a> &#8211; via Rational walk<br />
3. <a href="http://buyingvalue.com/2009/05/bristolmyers/">Bristol-Myers </a> &#8211; Via Buying Value<br />
4. <a href="http://marcfaberblog.blogspot.com/2009/05/reits-are-attractive.html">REIT`s Are Attractive </a>- Marc Faber Blog<br />
5. <a href="http://www.thefundamentalanalyst.com/?p=1410">China Recovery Premature?  -</a> Via Fundamental Analyst<br />
6. <a href="http://marketprognosticator.blogspot.com/2009/05/mind-of-wall-street.html">The Mind of Wall Street</a> &#8211; Via Stock Market Prognosticator<br />
7.<a href="http://myvalueidea.blogspot.com/2009/05/credit-availability-not-leverageun.html">Credit and PE Cycles &#8211; </a>via my value Idea<a href="http://myvalueidea.blogspot.com/2009/05/credit-availability-not-leverageun.html"></a><br />
8.<a href="http://arpitranka.blogspot.com/2009/05/great-expectations.html"> Great Expectations</a> &#8211; Via Arpit Ranka<br />
9. <a href="http://valueinvestorindia.blogspot.com/2009/05/are-you-feeling-excited.html">Are you feeling excited ? </a>- Via Understanding &amp; Applying value<br />
10. <a href="http://valueinvestorindia.blogspot.com/2009/05/analysis-infosys-technologies.html">Analysis: Infosys technologies</a> &#8211; Via Understanding &amp; Applying value<br />
11. <a href="http://sgmusicwhiz.blogspot.com/2009/05/pacific-andes-rationale-for-divestment.html">Pacific Andes &#8211; Rationale for Divestment </a>- Via Music Whiz<br />
12.<a href="http://www.contrarianvalueinvesting.com/2009/05/23/magic-formula-stocks-on-the-move-5-23-09/"> Magic Formula Stocks On The Move 5-23-09 </a>- Via Contrarian Value Investing<br />
13. <a href="http://www.contrarianvalueinvesting.com/2009/05/21/byd-will-america-buy-it/">BYD: Will America Buy It? </a>- Via Contrarian Value Investing<br />
14. <a href="http://barelkarsan.com/2009/05/printing-money-with-lexmark.html">Printing Money With Lexmark? </a>- Via Barel Karsan<br />
15. <a href="http://barelkarsan.com/2009/05/passing-smell-test.html">Passing The Smell Test</a> &#8211; Via Barel Karsan<br />
16. <a href="http://brontecapital.blogspot.com/2009/05/japan-korea-detroit-and-banker-bonuses.html">Japan, Korea, Detroit and banker bonuses </a>- Via Bronte Capital<br />
17. <a href="http://www.magicdiligence.com/articles/weekly-roundup-2009-05-23">MAGIC FORMULA WEEKLY ROUNDUP 5/23 </a>- Via magic Diligence<br />
18.<a href="http://www.oldschoolvalue.com/stock-analysis/valuevision-vvtv-the-best-cheap-stock-under-1/?source=rss"> ValueVision (VVTV) Still the Best Stock Under $1</a> &#8211; Via Old School Value<br />
19. <a href="http://jeflin.net/2009/05/21/bull-bear-royal-rumble-bear-to-assert-presence-soon/">Bull-Bear Royal Rumble: Bear To Assert Presence Soon </a>- Via Jeflins Investment Blog<br />
20. <a href="http://www.capitalspectator.com/archives/2009/05/another_cyclica.html">ANOTHER CYCLICAL CLUE </a>- Via Capital Spectator<br />
21. <a href="http://alephblog.com/2009/05/20/1729/">One Dozen More Notes on the Economic Scene</a> &#8211; Via Aleph Blog<br />
22. <a href="http://investorsconsigliere.typepad.com/the_investors_consigliere/2009/05/the-hedge-fund-100.html">The Hedge Fund 100 </a>- Via Investors Consigliere<br />
23.<a href="http://greenbackd.com/2009/05/21/maths-board-rejects-third-merger-offer/"> MATH’s board rejects third merger offer</a> &#8211; Via GReenBackd<br />
24. <a href="http://thedealsleuth.wordpress.com/2009/05/25/porsche-at-risk-of-bankruptcy-over-vw-option-trades/">Porsche At Risk Of Bankruptcy Over VW Option Trades -</a> Via Deal Sleuth<br />
25. <a href="http://theguruinvestor.com/2009/05/21/stocks-rising-dollar-falling-how-to-benefit-from-both/">Stocks Rising, Dollar Falling — How to Benefit from Both</a> &#8211; Via Guru Investor<br />
26. <a href="http://theguruinvestor.com/2009/05/22/tilson-turns-bearish-on-banks/">Tilson Turns Bearish on Banks </a>- Via Guru investor<br />
27. <a href="http://theguruinvestor.com/2009/05/22/fisher-others-see-big-value-in-russia/">Fisher, Others See Big Value in Russia </a>- Via Guru Investor<br />
28. <a href="http://widemoatinvesting.wordpress.com/2009/05/25/buffetts-berkshire-letter-for-1990/">Buffett’s Berkshire Letter for 1990 </a>- Via Widemoat<br />
29. <a href="http://widemoatinvesting.wordpress.com/2009/05/21/seeking-the-best-returns-on-capita/">Seeking the Best Returns on Capital </a>- Via Widemoat Investing<br />
30. <a href="http://mamakstallinvestor.wordpress.com/2009/05/24/sell-vwo-to-cut-future-dividend-withholding-tax/">Sell VWO to cut future dividend withholding tax?</a> &#8211; Via Mamak stall Investor</p>
<p style="text-align: center;"><strong>Forums &amp; Message Boards (Corner Of BRK &amp; FFH)</strong></p>
<p>1. <a href="http://www.gurufocus.com/forum/read.php?1,57429,57429">How Wall Street&#8217;s fall affects all of America </a><br />
2.<a href="http://www.gurufocus.com/news.php?id=57160">Third Avenue Management Q1 Portfolio: Buys ConocoPhillips, Agrium Inc., Weyerhaeuser Company, Sells Legg Mason Inc., Suncor Energy Inc., Fair Isaac Corp.</a></p>


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		<title>Nightly Links Postponed (Due To Travel)</title>
		<link>http://www.nightlyinvestmentlinks.com/nightly-links-postponed-due-to-travel/</link>
		<comments>http://www.nightlyinvestmentlinks.com/nightly-links-postponed-due-to-travel/#comments</comments>
		<pubDate>Thu, 21 May 2009 23:48:03 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Nightly Investment Links]]></category>

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		<description><![CDATA[Hi Guys,
The Nightly Links will be postponed tonight. I have move around the state and will not have time to input each link. I will try to resume the links tomorrow, Friday May 22nd.
Best,
Miguel


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			<content:encoded><![CDATA[<p>Hi Guys,</p>
<p>The Nightly Links will be postponed tonight. I have move around the state and will not have time to input each link. I will try to resume the links tomorrow, Friday May 22nd.</p>
<p>Best,</p>
<p>Miguel</p>


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		<title>Nightly (Investment) Links # 152</title>
		<link>http://www.nightlyinvestmentlinks.com/nightly-investment-links-152/</link>
		<comments>http://www.nightlyinvestmentlinks.com/nightly-investment-links-152/#comments</comments>
		<pubDate>Thu, 21 May 2009 00:59:46 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Nightly Investment Links]]></category>

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		<description><![CDATA[Daily Features (Miguel&#8217;s Recommendations)
Feature: Popular Persuasion &#8211; Via Street Capitalist

Feature: David Sokol Says Lets Have Cap &#38; No Trade  &#8211; Via Rational Angle &#38; Farnam Street
Feature: Who Owns the Federal Reserve? - Via Prudent Investor
1. Equity Research on Hurco Companies (HURC) - Via Inoculated Investor
2. Is This Crisis Really a “White Swan”? &#8211; Via [...]


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			<content:encoded><![CDATA[<p style="text-align: center;"><strong>Daily Features (Miguel&#8217;s Recommendations)</strong></p>
<p style="text-align: left;"><strong>Feature:<a href="http://streetcapitalist.com/2009/05/20/popular-persuasion/"> Popular Persuasion</a> &#8211; Via Street Capitalist<br />
</strong></p>
<p style="text-align: left;"><strong>Feature: </strong><a href="Let's Have Cap and No Trade By David Sokol  Read more: ">David Sokol Says Lets Have Cap &amp; No Trade </a> &#8211; Via Rational Angle &amp; Farnam Street</p>
<p style="text-align: left;"><strong>Feature:</strong> <a href="http://prudentinvestor.blogspot.com/2009/05/who-owns-federal-reserve.html">Who Owns the Federal Reserve? </a>- Via Prudent Investor</p>
<p>1. <a href="http://inoculatedinvestor.blogspot.com/2009/05/equity-research-on-hurco-companies-hurc.html">Equity Research on Hurco Companies (HURC) </a>- Via Inoculated Investor<br />
2.<a href="http://theguruinvestor.com/2009/05/20/is-this-crisis-a-white-swan/"> Is This Crisis Really a “White Swan”?</a> &#8211; Via Guru Investor<br />
3. <a href="http://blog.valueinvestingcongress.com/2009/05/20/notes-from-day-2-value-investing-congress-west/">Notes From Day 2: Value Investing Congress West</a><br />
4. <a href="http://contrarianedge.com/2009/05/20/china-growth-no-miracle/">China Growth &#8211; No Miracle </a>- Via Vitaliy Katsenelson<br />
5. <a href="http://www.thediv-net.com/2009/05/dorels-advantage.html">Dorel&#8217;s Advantage </a>- Via DivNet<br />
6. CSWC: <a href="http://yesandnotyes.com/blog/2009/05/cswc-another-possible-entry-for-a-long-term-holding/">Another Possible Entry for a Long-Term Holding </a>- Via Yes &amp; Not Yes</p>
<p>7. <a href="http://contrarianedge.com/2009/05/20/will-china-stay-the-capitalist-course/">Will China stay the capitalist course? -</a> Via Vitaliy Katsenelso</p>
<p>8.   <a href="http://manualofideas.com/blog/2009/05/mason_hawkins_on_chesapeake_ce.html">Staley Cates of Southeastern Asset Management on Chesapeake CEO Compensation -</a> Via MOI</p>
<p style="text-align: center;">
<strong>Media (Videos, Audio, etc)</strong></p>
<p>1. <a href="http://www.thefundamentalanalyst.com/?p=1408">American Casino</a> &#8211; Via Fundamental Analyst<br />
2. <a href="http://jimrogers-investments.blogspot.com/2009/05/latest-interview-on-cnbc_21.html">Jim Rogers Latest on CNBC </a></p>
<p style="text-align: center;"><strong>Blogs:</strong></p>
<p>1. <a href="http://valuehuntr.com/2009/05/20/riskmetrics-supports-ackman-and-donald-for-target-board/">RiskMetrics Supports Ackman and Donald For Target Board </a>- Via Value Huntr<br />
2. <a href="http://valuehuntr.com/2009/05/20/value-vet-weitz-regains-his-mojo/">Value Vet Weitz Regains His Mojo </a>- Via ValueHuntr<br />
3. <a href="http://www.rationalwalk.com/?p=1602">Selecting a Buffett Biography: Lowenstein vs. Schroeder </a>- Via Rational Walk<br />
4. <a href="http://greenbackd.com/2009/05/20/trilogys-offer-for-abtl-expires-full-of-sound-and-fury/">Trilogy’s offer for ABTL expires full of sound and fury </a> &#8211; Via GreenBackd<br />
5.<a href="http://fivegurus.blogspot.com/2009/05/notes-on-notes-from-leucadia-meeting.html"> Notes on the Notes from the Leucadia Meeting</a> &#8211; Via Guru 5<br />
6. <a href="http://barelkarsan.com/2009/05/of-swine-and-men.html">Of Swine And Men</a> &#8211; Via Barel Karsan<br />
7. <a href="http://humblestudentofthemarkets.blogspot.com/2009/05/higher-inflation-likely-but-not-hyper.html">Higher inflation likely, but not hyper-inflation</a> &#8211; Via HWOFM<br />
8. <a href="http://todaysvalueinvestor.blogspot.com/2009/05/abbreviation-categorydefinition_19.html">Value Investor Tip ListTuesday, May 19, 2009</a> &#8211; Via TVI</p>
<p style="text-align: center;"><strong>Forums (Corner Of BRK &amp; FFH)</strong></p>
<p>1. <a href="http://www.gurufocus.com/news.php?id=57148">Chuck Akre Q1 Portfolio: Buys T. Rowe Price Group Inc., Sells Entertainment Properties Trust, Isle of Capri Casinos Inc., Wells Fargo &amp; Company </a><br />
2. <a href="http://www.gurufocus.com/news.php?id=57139">100 Mile Diet Idea #1: QLT Inc &#8212; a Cigar Butt with Legs?</a><br />
3. <a href="http://www.gurufocus.com/forum/read.php?1,57111,57111">Wilbur Ross&#8217; $1 Billion Bet </a><br />
4. <a href="http://www.gurufocus.com/forum/read.php?1,57102,57102">David Einhorn et al are telling clients the stock market rally won’t last</a><br />
5. <a href="http://www.gurufocus.com/forum/read.php?1,56998,56998">Why Prem Watsa Likes to Attend Annual Berkshire Meeting</a><br />
6. <a href="http://www.gurufocus.com/news.php?id=56955">Markel Corp.&#8217;s Gayner Buys SL Green Realty Corp., Schlumberger Ltd., Leucadia National Corp., Sells Friedman Billings Ramsey Group Inc.</a><br />
7. <a href="http://cornerofberkshireandfairfax.ca/forum/index.php?topic=600.msg4909#msg4909">What Would It Mean If California Went Bankrupt? </a></p>


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		<title>Nightly Invesment Links # 151 (Must Read List)</title>
		<link>http://www.nightlyinvestmentlinks.com/nightly-invesment-links-151-must-read-list/</link>
		<comments>http://www.nightlyinvestmentlinks.com/nightly-invesment-links-151-must-read-list/#comments</comments>
		<pubDate>Tue, 19 May 2009 23:26:39 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Nightly Investment Links]]></category>

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		<description><![CDATA[Hi Guys,
I appreciate your patience. I&#8217;ve been working on some internal website issues. Hope the loading time has improved.
Enjoy!
-Miguel
Daily Features (Miguel’s Recommended Readings)


Feature: 2 Latest John Bogle Speeches - Via Bogle Blog
Feature: Sunday Walter Schloss #4 &#8211; Via Mr. Market Blog
Feature:How NPR Mangled Geithner’s Plan For OTC Derivatives - Via Derivative Dribble
Feature: Hussman Says Inflation [...]


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			<content:encoded><![CDATA[<p>Hi Guys,</p>
<p>I appreciate your patience. I&#8217;ve been working on some internal website issues. Hope the loading time has improved.</p>
<p>Enjoy!</p>
<p>-Miguel</p>
<p style="text-align: center;"><strong>Daily Features (Miguel’s Recommended Readings)</strong></p>
<p style="text-align: center;"><strong><br />
</strong></p>
<p style="text-align: left;"><strong>Feature: </strong><strong><a href="http://johncbogle.com/wordpress/2009/05/18/new-speech-and-article-from-john-bogle/">2 Latest John Bogle Speeches</a> -</strong> Via Bogle Blog</p>
<p style="text-align: left;"><strong>Feature:</strong> <a href="http://mrmarketsvalue.blogspot.com/2009/05/sunday-schloss-4.html">Sunday Walter Schloss #4</a> &#8211; Via Mr. Market Blog</p>
<p><strong>Feature</strong>:<a href="http://derivativedribble.wordpress.com/2009/05/18/how-npr-mangled-geithners-plan-for-otc-derivatives/">How NPR Mangled Geithner’s Plan For OTC Derivatives </a>- Via Derivative Dribble<br />
<strong>Feature</strong>: <a href="Hussman Weekly Market Comment: The Destructive Implications of the Bailout - Understanding Equilibrium">Hussman Says Inflation Is looming</a> &#8211; Via Value Investing World</p>
<p style="text-align: left;"><strong>Feature: </strong><a href="http://cornerofberkshireandfairfax.ca/forum/index.php?topic=585.msg4832#msg4832">David Winters On OID</a> &#8211; Via Corner Of BRK &amp; FFH</p>
<p style="text-align: left;"><strong>Feature: </strong><a href="http://mrmarketsvalue.blogspot.com/2009/05/count-on-margin-of-safety.html">Count on the Margin of Safety </a>- Via Mr.MarketBlog</p>
<p style="text-align: left;"><strong>Feature:</strong><a href="http://www.distressed-debt-investing.com/2009/05/will-it-be-death-by-fire-hyperinflation.html"><strong> </strong>&#8220;Will it be death by fire – hyperinflation – or death by ice – deflation?&#8221;</a> &#8211; Via Distressed Debt Investor</p>
<p style="text-align: left;">1. <a href="http://1440-68131.blogspot.com/2009/05/role-of-deliberate-practice-in.html">The Role of Deliberate Practice in the Acquisition of Expert Performance</a> &#8211; Via Farnam Street</p>
<p style="text-align: left;">2. <a href="http://1440-68131.blogspot.com/2009/05/message-in-what-we-buy-but-nobodys.html">Message In What We Buy But Nobody&#8217;s Listening </a>- Via Farnam Street</p>
<p style="text-align: left;">3. <a href="http://feinberginvestments.blogspot.com/2009/05/propensity-to-act.html">Propensity to Act</a> &#8211; Via Mark Feinberg</p>
<p style="text-align: left;">4.<a title="Permanent Link to The “Huge” Compensation of Chesapeake’s Aubrey McClendon" rel="bookmark" href="http://yesandnotyes.com/blog/2009/05/the-huge-compensation-of-chesapeakes-aubrey-mcclendon/">The “Huge” Compensation of Chesapeake’s Aubrey McClendon </a>- Via Yes &amp; Not Yes</p>
<p style="text-align: left;">5. <a title="Permanent Link to Fortune Best Stocks to Retire On: Part 4" rel="bookmark" href="http://www.oldschoolvalue.com/featured/fortune-best-stocks-to-retire-on-part-4/">Fortune Best Stocks to Retire On: Part 4</a> &#8211; Via Old School Value</p>
<p style="text-align: center;"><strong>Direct Sources (Newspapers Etc)</strong></p>
<p style="text-align: left;">1. <a title="Permanent Link to &quot;Lynch Pupil Makes Major Bank Move&quot;" rel="bookmark" href="http://theguruinvestor.com/2009/05/18/lynch-pupil-makes-major-bank-move/">Lynch Pupil Makes Major Bank Move </a>- Via Guru Investor</p>
<p style="text-align: left;">2. <a href="http://www.crossingwallstreet.com/archives/2009/05/barrons_on_medt.html">Barron&#8217;s Calls Shares of Medtronic &#8220;Cheap&#8221;</a> &#8211; Via Crossing Wall St</p>
<p style="text-align: left;"><strong><br />
</strong></p>
<p style="text-align: center;"><strong>Media (Videos,Audio,Podcasts Etc)</strong></p>
<p>1. Video  <a href="http://marcfaberblog.blogspot.com/2009/05/latest-cnbc-interview-may-2009.html">Marc Faber&#8217;s Latest CNBC Interview, May 2009 </a>- Via MF Blog</p>
<p>2. Video  <a href="http://www.allthingsjimrogers.com/2009/05/19/jim-rogers-on-lew-rockwell/">Jim Rogers On Lew Rockwell</a> &#8211; Via All Things Jim Rogers</p>
<p>3. Video <a href="http://www.allthingsjimrogers.com/2009/05/12/jim-rogers-on-investing-with-larry-kudlow-51109/">Jim Rogers On Investing with Larry Kudlow</a> &#8211; ViaJimRogersBlog</p>
<p style="text-align: center;"><strong>Blogs: </strong></p>
<p><strong>Feature:</strong><a href="http://inoculatedinvestor.blogspot.com/2009/05/how-did-investment-gurus-position.html"> How did the investment gurus position themselves during Q1 2009? </a>- Via Inoculated Investor<br />
<strong></strong></p>
<p><strong>Feature:</strong><a href="http://www.buffettologist.com/2009.05.01_arch.html#1242694752856">Berkshire Hathaway Re-Allocates Capital </a>- Via Buffettologist</p>
<p>1.<a href="http://valuehuntr.com/2009/05/18/is-xtnt-a-bargain-once-again/"> Is XTNT a Bargain Once Again?</a> &#8211; Via ValueHuntr</p>
<p>2.<a href="http://valuehuntr.com/2009/05/19/update-on-trident-microsystems-trid-q4-fy-2009-outlook/">Update on Trident Microsystems (TRID): Q4 FY 2009 Outlook</a>- Via ValueHuntr</p>
<p>3.<a href="http://buyingvalue.com/2009/05/insider-trades-05152009/">Insider Trades: 05/15/2009 </a>- Via Buying Value</p>
<p>4. <a href="http://whatwouldjohntempletonsay.com/2009/05/19/link-roundup-2/">Link Roundup </a>- Via What Would John Templeton Say</p>
<p>5. <a href="http://widemoatinvesting.wordpress.com/2009/05/18/buffetts-berkshire-letter-for-1989/">Buffett’s Berkshire Letter for 1989</a>- Via Widemoat</p>
<p>6. <a title="Permanent Link to &quot;Recession Over?  Top Strategist Says ‘Yes’ — Cautiously&quot;" rel="bookmark" href="http://theguruinvestor.com/2009/05/19/recession-over-top-strategist-says-yes-cautiously/">Recession Over?  Top Strategist Says ‘Yes’ — Cautiously</a> &#8211; Via Guru Investor</p>
<p>7. <a href="http://greenbackd.com/2009/05/19/audiovox-corporation-nasdaqvoxx-10k-update-greenbackd-exits/">Audiovox Corporation (NASDAQ:VOXX) 10K update; Greenbackd exits</a> &#8211; Via GreenBackd</p>
<p>8. <a href="http://fivegurus.blogspot.com/2009/05/einhorn-on-economy.html">Einhorn on the Economy </a>- Via Guru 5</p>
<p>9.<a href="http://bootstrapinvesting.com/2009/05/15/rip-buy-and-hold.aspx?ref=rss">RIP: Buy and Hold </a>- Via Bootstrap Investing</p>
<p>10.<a title="Permanent Link: So What’s a Year Worth? (2)" rel="bookmark" href="http://alephblog.com/2009/05/19/so-what%e2%80%99s-a-year-worth-2/">So What’s a Year Worth? </a> &#8211; Via Aleph Blog</p>
<p>11. <a href="http://humblestudentofthemarkets.blogspot.com/2009/05/do-current-incentive-structures-make.html">Do current incentive structures make sense?</a> &#8211; Via Humble Student Of The Markets</p>
<p>12. <a href="http://cheapstockinvestor.blogspot.com/2009/05/cheap-stocks-5152009-update.html">Cheap Stocks, 5//15/2009 Update</a> &#8211; Via Cheap Stocks</p>
<p>13. <a href="http://www.capitalspectator.com/archives/2009/05/alan_blinders_h.html">ALAN BLINDER&#8217;S HALF RIGHT</a> &#8211; Via Capital Spectator</p>
<p>14. <a href="http://www.thediv-net.com/2009/05/stock-analysis-eli-lilly-and-co-lly.html">Stock Analysis: Eli Lilly and Co (LLY)</a> &#8211; Via DivNet</p>
<p>15.  <a href="http://www.stockpursuit.com/2009/05/family-dollar-fdo-held-up-in-recession.html">Family Dollar FDO Held Up In Recession </a>- Via Stock Pursuit</p>
<p>16.<span class="title"><a href="http://www.magicdiligence.com/articles/magic-formula-stocks-by-industry-05-2009">MAGIC FORMULA STOCKS BY INDUSTRY </a>- Via Magic Diligence</span></p>
<p><span class="title">17. </span><a title="Permanent link to How I Stopped Stockpreacher’s Alanco (ALAN) Bull Raid" rel="bookmark" href="http://www.goodevalue.com/2009/05/16/how-i-stopped-the-alanco-alan-bull-raid/">How I Stopped Stockpreacher’s Alanco (ALAN) Bull Raid</a> &#8211; Via Goode Value</p>
<p>18. <a href="http://brontecapital.blogspot.com/2009/05/tale-of-two-banking-crises-japan-and.html">A tale of two banking crises: Japan and Korea</a> &#8211; ViaBronte Capital</p>
<p>19. <a href="http://barelkarsan.com/2009/05/ignoring-headline-number.html">Ignoring The Headline Number</a> &#8211; Via Barel Karsan</p>
<p>20. <a href="http://barelkarsan.com/2009/05/abercrombie-reverses-course.html">Abercrombie Reverses Course!</a> &#8211; Via Barel Karsan</p>
<p>21. <a href="http://sgmusicwhiz.blogspot.com/2009/05/value-traps-title-looks-simplistic-and.html">Value Traps </a>- Via Music Whiz Value Investing Journey</p>
<p>22. <a href="http://www.peridotcapitalist.com/2009/05/buy-and-hold-doesnt-work-if-you-completely-ignore-valuation.html">“Buy and Hold” Doesn’t Work If You Completely Ignore Valuation</a> &#8211; Via Peridot Capitalist</p>
<p>23.  <a href="http://disciplinedinvesting.blogspot.com/2009/05/focus-on-roe-to-avoid-dividend-cuts.html">Focus On ROE To Avoid Dividend Cuts</a> &#8211; Via Disciplined Approach To Investing</p>


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		<title>Nightly (Value) Investment Links #149/150</title>
		<link>http://www.nightlyinvestmentlinks.com/nightly-value-investment-links-149150/</link>
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		<pubDate>Sat, 16 May 2009 01:58:27 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Nightly Investment Links]]></category>

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		<description><![CDATA[Dear Readers,
Apparently last night&#8217;s investment links did not post. So I will combine last night&#8217;s links with tonights. Enjoy!
Miguel
Daily Features (Miguel’s Recommended Readings)
Must Read Feature: The Clear Choice &#8211; Via Value Investing World
Must Read Feature: The Rational Walk Available on Kindle - Via Rational Walk
Feature: Value Focus: A ValueHuntr Newsletter &#8211; Via Valuhuntr
Feature: Tom Barrack&#8217;s [...]


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			<content:encoded><![CDATA[<p>Dear Readers,</p>
<p>Apparently last night&#8217;s investment links did not post. So I will combine last night&#8217;s links with tonights. Enjoy!</p>
<p>Miguel</p>
<p style="text-align: center;"><strong>Daily Features (Miguel’s Recommended Readings)</strong></p>
<p><strong>Must Read Feature:</strong> <a href="http://valueinvestingworld.blogspot.com/2009/05/clear-choice.html">The Clear Choice</a> &#8211; Via Value Investing World<br />
<strong>Must Read Feature:</strong> <a href="http://www.rationalwalk.com/?p=1483">The Rational Walk Available on Kindle </a>- Via Rational Walk<br />
<strong>Feature:</strong> <a href="http://valuehuntr.com/2009/05/14/newsletter/">Value Focus: A ValueHuntr Newsletter</a> &#8211; Via Valuhuntr<br />
<strong>Feature:</strong><a href="http://www.colonyinc.com/chairmanscornerblog_may09.htm#051509"><strong> </strong>Tom Barrack&#8217;s Latest Report: Are We In Kansas or Oz?</a> &#8211; Via Colony Capital<br />
<strong>Feature: </strong><a href="http://seekingalpha.com/article/137690-why-qad-is-mispriced?source=bnet">Jim Roumell Why QAD Is Mispriced </a> &#8211; Via Value Investor Insight Blog<br />
<strong>Feature:</strong> <a href="http://seekingalpha.com/article/137687-ecolab-expecting-long-term-earnings-growth?source=bnet">Ecolab: Expecting Long-Term Earnings Growth </a> &#8211; Via Value Investor Insight Blog<br />
<strong>Feature</strong>: <a href="http://manualofideas.com/blog/2009/05/oid_notes_david_winters_decemb.html">OID Notes: David Winters, December 2008 </a>- Via MOI<br />
<strong>Feature:</strong> <a href="http://manualofideas.com/blog/2009/05/value_investing_works_in_india.html">Value Investing Works In India</a> &#8211; Via MOI<br />
<strong>Feature:</strong> <a href="http://manualofideas.com/blog/2009/05/jeanmarie_eveillard_on_global.html">Jean-Marie Eveillard on Global Value Investing</a> &#8211; Via MOI<br />
<strong>Feature:</strong> <a href="http://1440-68131.blogspot.com/2009/05/theory-of-affluence.html">Theory Of Affluence </a>- Via Farnam Street</p>
<p>1. <a href="http://warren-buffett-news.newslib.com/story/1061-3237705/">Omaha&#8217;s Best Investor in 2009 Isn&#8217;t Warren Buffett</a> &#8211; Via Warren Buffett News<br />
2. <a href="http://www.valueexpectations.com/content/berkshire-hathaways-holdings">Berkshire Hathaway&#8217;s Holdings</a> &#8211; Via Value Expectations<br />
3. <a href="http://www.shadowstock.com/ss_051309.html">Shadow Stocks Insider Activity</a> &#8211; Via Shadow Stocks<br />
4.<a href="http://theguruinvestor.com/2009/05/15/hulbert-fear-is-encouraging/"> Hulbert: Fear Is Encouraging </a>- Via Guru Investor<br />
5.<a href="http://buyingvalue.com/2009/05/munger-on-ebitda/"> Munger on EBITDA</a> &#8211; Via Buying Value</p>
<p style="text-align: center;"><strong>Direct Sources (Newspapers Etc)</strong></p>
<p><strong>Feature: </strong><a href="http://www.gurufocus.com/forum/read.php?2,56384,56384">Casino Mogul Steve Wynn Slams Obama Stimulus Plan </a>- Via Guru Focus<br />
<strong>Feature:</strong> <a href="http://valueplays.blogspot.com/2009/05/ackman-files-13-hr-adds-yum-brands.html">Ackman Files 13-HR: Adds YUM! Brands </a>- Via Todd Sullivan<br />
<strong>Feature:</strong> <a href="http://valueplays.blogspot.com/2009/05/seth-klarman-files-13-hr.html">Seth Klarman Files 13-HR</a> &#8211; Via Todd Sullivan<br />
<strong>Feature:</strong><a href="http://valueplays.blogspot.com/2009/05/davidson-talks-leucadia.html"> &#8220;Davidson&#8221; Talks Leucadia</a> &#8211; Via Todd Sullivan</p>
<p>1. <a href="http://www.controlledgreed.com/2009/05/tom-stevenson-examines-emerging-markets.html">Tom Stevenson Examines Emerging Markets</a> &#8211; Via Controlled Greed<br />
2.<a href="http://paul.kedrosky.com/archives/2009/05/blackjack_banki.html">Blackjack, Banking, and the Risk of Not Taking Enough Risk</a> &#8211; Via Paul Kedrosky<br />
3.<a href="http://marketprognosticator.blogspot.com/2009/05/white-mountains-insurance-analyst-day.html"> White Mountains Insurance Analyst Day</a> &#8211; Via Stock Market Prognosticator<br />
4. <a href="http://www.peridotcapitalist.com/2009/05/trucker-yrc-applies-for-tarp-funds-dont-hold-your-breath.html">Trucker YRC Applies for TARP Funds, Don’t Hold Your Breath </a>- Via Peridot Capitalist<br />
5. <a href="http://prudentinvestor.blogspot.com/2009/05/3-figures-explain-foolishness-of.html">3 Figures Explain the Foolishness of Bankers</a> &#8211; Via Prudent Investor<br />
6. <a href="http://todaysvalueinvestor.blogspot.com/2009/05/abbreviation-categorydefinition_14.html">Today&#8217;s Value Investor Ideas List </a>- Via TVI<br />
7.<a href="http://activistinvesting.blogspot.com/2009/05/sec-will-propose-1-3-and-5-threshold-to.html"> SEC Will Propose 1% 3% and 5% Threshold to Nominate on Corporate Proxy </a>- Via Official Activist Blog<br />
8. <a href="http://inoculatedinvestor.blogspot.com/2009/05/change-in-holdings-of-pabrai-funds.html">Change in Holdings of Pabrai Funds</a> &#8211; Via Inoculated Investor<br />
9. <a href="http://inoculatedinvestor.blogspot.com/2009/05/change-in-holdings-of-third-point.html">Change in Holdings of Third Point </a>- Via Inoculated Investor</p>
<p style="text-align: center;"><strong><br />
</strong></p>
<p style="text-align: center;"><strong>Blogs: </strong></p>
<p>0. <a href="http://johnappel.com/2009/05/14/xl-capital-ubs-still-bullish-after-recent-run-up/">Xl Capital UBS Still Bullish After Run Up </a>- Via John Appel<br />
1. <a href="http://financialphilosopher.typepad.com/thefinancialphilosopher/2009/05/buy-hold-is-not-dead.html">&#8216;Buy &amp; Hold&#8217; is Not Dead (If Properly Defined)</a> &#8211; Via Financial Philosopher<br />
2. <a href="http://accruedint.blogspot.com/2009/05/municipals-and-chrysler-what-happens-to.html">Municipals and Chrysler: What happens to one will affect the other</a> &#8211; Via Accrued Interest<br />
3. <a href="http://can-turtles-fly.blogspot.com/2009/05/banks-sue-mbia-over-split.html">Banks sue MBIA over split </a> &#8211; Via Can Turtles Fly<br />
4. <a href="http://can-turtles-fly.blogspot.com/2009/05/iea-forecasts-oil-demand-contraction.html">IEA forecasts oil demand contraction&#8230; biggest decline since 1982 </a>- Via Can Turtles Fly<br />
5. <a href="http://dividendsvalue.com/3120/five-companies-confident-and-secure-in-raising-their-dividends/">Five Companies Confident and Secure In Raising Their Dividends </a>- Via Dividends Value<br />
6.<a href="http://disciplinedinvesting.blogspot.com/2009/05/retail-sales-decline-triggers-market.html">Retail Sales Decline Triggers Market Sell Off</a> &#8211; Via Disciplined Approach To Investing<br />
7. <a title="Permanent Link to Would TheStreet.com (TSCM) be worth more without Jim Cramer?" rel="bookmark" href="http://microcapspeculator.net/2009/05/15/would-thestreetcom-tscm-be-worth-more-without-jim-cramer/">Would TheStreet.com (TSCM) be worth more without Jim Cramer?</a> -Via MicroCap Speculator<br />
8.<a href="http://valueinvestorindia.blogspot.com/2009/05/anchoring-and-stock-sale.html">Anchoring and a stock sale</a> &#8211; Via Understanding &amp; Applying Value Investing<br />
9. <a href="http://barelkarsan.com/2009/05/business-still-has-some-value.html">The Business Still Has SOME Value</a> &#8211; Via Barel Karsan<br />
10. <a href="http://barelkarsan.com/2009/05/galvanized-by-nga.html">Galvanized By NGA -</a> Via Barel Karsan<br />
11. <a href="http://brontecapital.blogspot.com/2009/05/when-stockmarket-does-analysis.html">When the stockmarket does the analysis</a> &#8211; Via Bronte Capital<br />
12. <a href="http://www.magicdiligence.com/articles/microstrategy-MSTR-quick-take">QUICK TAKE: MICROSTRATEGY, INC. (MSTR)</a> &#8211; Via Magic Diligence<br />
13. <a href="http://yesandnotyes.com/blog/2009/05/ffhs-pullback-an-opportunity-for-those-who-missed-march-lows/">FFH’s Pullback an Opportunity for Those who Missed March Lows </a>- Via Yes &amp; Not Yes<br />
14. <a href="http://www.capitalspectator.com/archives/2009/05/a_brief_history.html">A BRIEF HISTORY OF THE GLOBAL MARKET PORTFOLIO </a>- Via Capital Spectator<br />
15. <a href="http://www.capitalspectator.com/archives/2009/05/slow_and_sluggi.html">SLOW AND SLUGGISH, AND THAT&#8217;S THE OPTIMISTIC FORECAST</a> &#8211; Via Capital Spectator<br />
16. <a href="http://humblestudentofthemarkets.blogspot.com/2009/05/what-if-gold-bugs-fantasies-came-true.html">What if gold bugs&#8217; fantasies came true?</a> &#8211; Via Humble Student Of The Markets<br />
17. <a href="http://ragnarisapirate.blogspot.com/2009/03/new-illiterates.html">The New Illiterates&#8230; Part 1 </a>- Via Ragnar Is A Pirate<br />
18. <a href="http://alephblog.com/2009/05/14/so-whats-a-year-worth/">So What’s a Year Worth? </a>- Via Aleph Blog<br />
19. <a href="http://fivegurus.blogspot.com/2009/05/einhorn-doesnt-like-bugs.html">Einhorn Doesn&#8217;t Like Bugs </a>- Via Guru 5<br />
20. <a href="http://theguruinvestor.com/2009/05/13/why-those-1982-valuations-might-never-come/">Why Those 1982 Valuations Might Never Come </a>- Via Guru Investor<br />
21. <a href="http://widemoatinvesting.wordpress.com/2009/05/15/malcolm-gladwell-blink/">Reviewing Malcolm Gladwell’s Blink</a> &#8211; Via Wide Moat<br />
22. <a href="http://whatwouldjohntempletonsay.com/2009/05/14/templeton-and-the-numbers/">Templeton and the Numbers</a> &#8211; Via What WOuld John Templeton Say<br />
23. <a href="http://mrmarketsvalue.blogspot.com/2009/05/value-investing-from-graham-to-buffett_14.html">Value Investing: From Graham To Buffett and Beyond Part 3 </a>- Via Mr. Market BLog</p>
<p style="text-align: center;"><strong>Forums &amp; Message Boards (Corner Of BRK &amp; FFH, Guru Focus)</strong></p>
<p>1. <a href="http://www.gurufocus.com/forum/read.php?1,56713,56713">Ackman and General Growth Properties </a><br />
2.<a href="http://www.gurufocus.com/news.php?id=56711"> John Paulson Buys streetTRACKS Gold, Wyeth, Market Vectors Gold Miners ETF, Sells Wells Fargo &amp; Company, Ultrashort Financials Proshares, BCE Inc.</a><br />
3. <a href="http://www.gurufocus.com/news.php?id=56619">A Prescription for Total Returns: Walgreens and CVS Caremark </a><br />
4. <a href="http://www.gurufocus.com/news.php?id=56599">Dodge &amp; Cox Buys Time Warner Cable Inc., BB&amp;T Corp., Petroleo Brasileiro S.A.Petrobras, Sells Allstate Corp., The Boeing Company, Shaw Communications Inc.</a><br />
5. <a href="http://www.gurufocus.com/news.php?id=56573">Leucadia National’s Cumming and Steinberg Comment On Jeffries Group, AmeriCredit, Fortescue Metals, Cresud, Sangart, and Moody’s On Annual Shareholders Meeting </a></p>


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		<title>Nightly (Value) Investment Links #148 (The Must Read List)</title>
		<link>http://www.nightlyinvestmentlinks.com/nightly-value-investment-links-148-the-must-read-list/</link>
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		<pubDate>Thu, 14 May 2009 00:50:09 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Nightly Investment Links]]></category>

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		<description><![CDATA[Daily Features (Miguel&#8217;s Recommended Readings)
Feature: Fortune Best Stocks to Retire On: Part 3 &#8211; Via Old School Value
Feature: Meredith Whitney – don’t own banks &#8211; Via Enterprising Investor Forum

0. The Best of “Woodstock for Capitalists”…Highlights from the 2009 Berkshire Hathaway Annual Meeting &#8211; Via Jeff Matthews
1. How science and art influence one another &#8211; Via Farnam [...]


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			<content:encoded><![CDATA[<p style="text-align: center;"><strong>Daily Features (Miguel&#8217;s Recommended Readings)</strong></p>
<p><strong>Feature: </strong><a title="Permanent Link to Fortune Best Stocks to Retire On: Part 3" rel="bookmark" href="http://www.oldschoolvalue.com/featured/fortune-best-stocks-for-retirement-3/">Fortune Best Stocks to Retire On: Part 3</a> &#8211; Via Old School Value</p>
<p><strong>Feature:</strong> <a title="Permalink for : Meredith Whitney – don’t own banks" href="http://ei-forum.com/2009/05/13/meredith-whitney-dont-own-banks/">Meredith Whitney – don’t own banks</a><em> &#8211; Via Enterprising Investor Forum<br />
</em></p>
<p>0. <a href="http://jeffmatthewsisnotmakingthisup.blogspot.com/2009/05/best-of-woodstock-for.html">The Best of “Woodstock for Capitalists”…Highlights from the 2009 Berkshire Hathaway Annual Meeting</a> &#8211; Via Jeff Matthews</p>
<p>1. <a href="http://1440-68131.blogspot.com/2009/05/how-science-and-art-influence-one.html">How science and art influence one another</a> &#8211; Via Farnam Street</p>
<p>2. <a title="Permanent Link to &quot;O’Shaughnessy: Major Opportunities in Dividend Stocks&quot;" rel="bookmark" href="http://theguruinvestor.com/2009/05/12/oshaughnessy-major-opportunities-in-dividend-stocks/">O’Shaughnessy: Major Opportunities in Dividend Stocks</a> &#8211; Via Guru Investor</p>
<p>3. <a href="http://investorsconsigliere.typepad.com/the_investors_consigliere/2009/05/reuters-article-on-hedge-funds-and-family-offices.html">Reuters Article on Hedge Funds and Family Offices</a> &#8211; Via Investors Consigliere</p>
<p>4. <a href="http://activistinvesting.blogspot.com/2009/05/targets-questions-for-pershing-square.html">Target&#8217;s Questions for Pershing Square</a> &#8211; Via Official Activist Blog</p>
<p>5.<a href="http://privateequityblogger.com/2009/05/venture-buyout.html"> </a><span style="color: #660000;"><a href="http://privateequityblogger.com/2009/05/venture-buyout.html">Understanding &#8220;Venture Buyouts&#8221;</a> </span><strong><strong><span style="color: #660000;">- Via Private Equity Blogger<br />
</span></strong></strong></p>
<p style="text-align: center;"><strong>Direct Sources (Newspapers Etc)</strong></p>
<p>1.<a href="http://todaysvalueinvestor.blogspot.com/2009/05/abbreviation-categorydefinition_12.html"> Today&#8217;s Value Investor List of Ideas</a> &#8211; Via TVI<strong><br />
</strong></p>
<p><strong><br />
</strong></p>
<p style="text-align: center;"><strong>Media (Videos, Audio  Podcasts etc)</strong></p>
<p>1. Video:<a href="http://wallstfolly.typepad.com/wallstfolly/2009/05/video-interview-with-former-bear-stearns-ceo-ace-greenberg-51209.html"> Interview with former Bear Stearns CEO Ace Greenberg</a> &#8211; Via WSF</p>
<p>2. Video:<a href="http://valueplays.blogspot.com/2009/05/wilbur-ross-interview-video.html"> Wilbur Ross Interview<br />
</a></p>
<h3 class="post-title entry-title"></h3>
<p style="text-align: center;"><strong>Blogs: </strong></p>
<p>1.<a href="http://valuehuntr.com/2009/05/13/bill-miller-favors-u-s-financial-stocks-for-the-next-two-years/"> Bill Miller Favors U.S. Financial Stocks for the Next Two Years </a>- Via ValueHuntr</p>
<p>2. <a href="http://marcfaberblog.blogspot.com/2009/05/buy-agriculture-commodities.html">Buy Agriculture Commodities</a> &#8211; Via Marc Faber</p>
<p>3. <a href="http://mrmarketsvalue.blogspot.com/2009/05/warren-wednesday.html">Warren Wednesday</a> &#8211; Via Mr. Market Blog</p>
<p>4. <a href="http://marketseer.blogspot.com/2009/05/little-market-chatter.html">A Little Market Chatter</a> &#8211; Via Kaspars Market Insights</p>
<p>5. <a href="http://marketseer.blogspot.com/2009/05/little-more-market-chatter.html">A Little More Market Chatter &#8211; </a>Via Kaspars Market Insights</p>
<p>6. <a href="http://widemoatinvesting.wordpress.com/2009/05/12/assessing-ebays-first-quarter/">Assessing eBay’s First Quarter</a> &#8211; Via Widemoat</p>
<p>7.<a href="http://widemoatinvesting.wordpress.com/2009/05/13/buffetts-berkshire-letter-for-1988/"> Buffett’s Berkshire Letter for 1988</a> &#8211; Via WideMoat</p>
<p>8. <a title="Permanent Link to &quot;Shilling: Still Bearish&quot;" rel="bookmark" href="http://theguruinvestor.com/2009/05/13/shilling-still-bearish/">Shilling: Still Bearish</a> &#8211; Via Guru Investor</p>
<p>9.<a href="http://greenbackd.com/2009/05/13/axcelis-technologies-inc-nasdaqacls-q1-10q-update/"> Axcelis Technologies Inc (NASDAQ:ACLS) Q1 10Q update </a>- Via GreenBackd</p>
<p>9.<a rel="bookmark" href="http://latticeworkinvestor.wordpress.com/2009/05/13/seth-klarman-outstanding-investor-digest/">Seth Klarman – Outstanding Investor Digest &#8211; </a>Via Lattice Work Investor<a rel="bookmark" href="http://latticeworkinvestor.wordpress.com/2009/05/13/seth-klarman-outstanding-investor-digest/"><br />
</a></p>
<p>10. <a href="http://fivegurus.blogspot.com/2009/05/brokers-like-heebner.html">Brokers Like Heebner</a> &#8211; Via Guru 5</p>
<p>11. <a title="Permanent Link: What to ask AIG" rel="bookmark" href="http://alephblog.com/2009/05/12/what-to-ask-aig/">What to ask AIG</a> &#8211; Via Aleph Blog</p>
<p>12. <a href="http://www.capitalspectator.com/archives/2009/05/betwixt_and_bet.html">BETWIXT AND BETWEEN</a> &#8211; Via Capital Spectator</p>
<p>13. <a href="http://barelkarsan.com/2009/05/losing-deferred-revenue.html">Losing Deferred Revenue</a> &#8211; Via Barel Karsan</p>
<p>14. <a href="http://barelkarsan.com/2009/05/newell-rubbermaid-compelling-value.html">Newell Rubbermaid: Compelling Value</a> &#8211; Via Barel Karsan</p>
<p>15. <a href="http://vinvesting.com/content/lca-vision-profitable-value-investing-idea">LCA Vision &#8211; A profitable Value Investing Idea </a>- Via Vinvesting</p>
<p>16.<a href="http://sgmusicwhiz.blogspot.com/2009/05/handling-mr.html">Handling Mr. Market’s Mood Swings </a>- Via Value Investment Music Whiz Journey</p>
<p>17. <a title="Permanent Link to Northgate Minerals (NXG): another junior miner on the move" rel="bookmark" href="http://microcapspeculator.net/2009/05/12/northgate-minerals-nxg-another-junior-miner-on-the-move/">Northgate Minerals (NXG): another junior miner on the move</a> &#8211; Via Micro Cap Speculator</p>
<p>18. <a href="http://disciplinedinvesting.blogspot.com/2009/05/at-turning-point.html">At A Turning Point?</a> &#8211; Via Disciplined Approach To Investing</p>
<p>19. <a href="http://can-turtles-fly.blogspot.com/2009/05/mathstar-receives-unsolicited-bid.html">Mathstar receives unsolicited bid</a> &#8211; Via Can Turtles Fly</p>
<p><strong><br />
</strong></p>
<p style="text-align: center;"><strong>Forums &amp; Message Boards (Corner Of BRK &amp; FFH, Guru Focus)</strong></p>
<p>1.<strong> </strong><a href="http://www.gurufocus.com/news.php?id=56323">Chris Davis Q1 Portfolio: Buys Pfizer Inc, Becton Dickinson, Activision Inc., Merck &amp; Co. Inc., Sells AFLAC Inc., Altria Group Inc.</a></p>
<p>2. <a href="http://www.gurufocus.com/news.php?id=56319">Regional and Local Banks Continue to Show Economic Stress </a></p>
<p>3. <a href="http://www.gurufocus.com/news.php?id=56138">John Hussman Initiated Positions in Broadcom and Humana; Top Five Remains: Amazon.com, Best Buy, Panera Bread, Johnson &amp; Johnson, and AstraZene </a></p>


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		<title>Nightly (Value) Investment Links #147 (The Must Read List)</title>
		<link>http://www.nightlyinvestmentlinks.com/nightly-value-investment-links-147-the-must-read-list/</link>
		<comments>http://www.nightlyinvestmentlinks.com/nightly-value-investment-links-147-the-must-read-list/#comments</comments>
		<pubDate>Wed, 13 May 2009 00:57:00 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[Nightly Investment Links]]></category>

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		<description><![CDATA[- Finally, A Short List  Of Links &#8230;.Enjoy!
Daily Features (Miguel&#8217;s Recommended Readings)
Feature: The Civil Heretic &#8211; Via Value Investing World
Feature: Super Value Investor, Tim McElvaine Annual Letter Available - Via Controlled Greed
Feature: Loews Annual Meeting Notes &#8211; Via Inoculated Investor
1. Sears Holdings Meeting Notes &#8211; Via Todd Sullivan
2. The Ultimate Risk of Governement Influence Over [...]


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			<content:encoded><![CDATA[<p>- Finally, A Short List  Of Links &#8230;.Enjoy!</p>
<p style="text-align: center;"><strong>Daily Features (Miguel&#8217;s Recommended Readings)</strong></p>
<p><strong>Feature: </strong><a href="http://valueinvestingworld.blogspot.com/2009/05/civil-heretic.html">The Civil Heretic</a> &#8211; Via Value Investing World</p>
<p><strong>Feature:</strong> <a href="http://www.controlledgreed.com/2009/05/tim-mcelvaine-annual-letter-available.html">Super Value Investor, Tim McElvaine Annual Letter Available </a>- Via Controlled Greed</p>
<p><strong>Feature:</strong><a href="http://inoculatedinvestor.blogspot.com/2009/05/2009-loews-ltr-annual-meeting-notes.html"> Loews Annual Meeting Notes</a> &#8211; Via Inoculated Investor</p>
<p>1. <a href="http://valueplays.blogspot.com/2009/05/sears-holdings-meeting-notes.html">Sears Holdings Meeting Notes</a> &#8211; Via Todd Sullivan</p>
<p>2. <a href="http://inoculatedinvestor.blogspot.com/2009/05/ultimate-risk-of-governement-influence.html">The Ultimate Risk of Governement Influence Over the Private Sector (Part 3)</a> &#8211; Via Inoculated Investor</p>
<p>3. <a href="http://valuehuntr.com/2009/05/12/contrarian-patience/">Contrarian Patience Pays Off — Finally</a> &#8211; Via Value Huntr</p>
<p>4. <a title="Permanent Link: Wesco Financial Posts Q1 2009 Results" rel="bookmark" href="http://www.rationalwalk.com/?p=1451">Wesco Financial Posts Q1 2009 Results</a> &#8211; Via Rational Walk</p>
<p>5. <a href="http://contrarianedge.com/2009/05/12/how-stealing-chrysler-threatens-our-markets/">How stealing Chrysler threatens our markets </a>- Via Vitaliy Katsenelson</p>
<p style="text-align: center;"><strong>Media </strong></p>
<p>1. <a href="http://www.allthingsjimrogers.com/2009/05/12/stock-market-isn%E2%80%99t-a-great-place-to-be-jim-rogers-51209/">Stock Market Isn’t a `Great Place to Be,’ Jim Rogers 5.12.09</a> &#8211; Via All Things Jim Rogers</p>
<p>2. <a href="http://www.allthingsjimrogers.com/2009/05/12/jim-rogers-on-investing-with-larry-kudlow-51109/">Jim Rogers On Investing with Larry Kudlow</a> &#8211; Via All Things Jim Rogers Blog</p>
<p style="text-align: center;"><strong>Blogs </strong></p>
<p>1. <a title="Permanent Link: Fractional Aircraft Sales Face Economic and Political Headwinds" rel="bookmark" href="http://www.rationalwalk.com/?p=1438">Fractional Aircraft Sales Face Economic and Political Headwinds</a> &#8211; Via Rational Walk</p>
<p>2.<a href="http://whatwouldjohntempletonsay.com/2009/05/12/the-culture-that-gave-rise-to-the-current-financial-crisis/"> The Culture that Gave Rise to the Current Financial Crisis</a> &#8211; Via What Would John Templeton Say</p>
<p>3. <a href="http://marketseer.blogspot.com/2009/05/more-on-gses.html">More on the GSEs</a> &#8211; Via Kaspar&#8217;s Market Insights</p>
<p>4. <a href="http://can-turtles-fly.blogspot.com/2009/05/ambac-posts-loss-of-3922m-for-first.html">Ambac posts a loss of $392.2m for first quarter; MBIA posts a profit of $696.7 million</a> &#8211; Via Can Turtles Fly</p>
<p>5. <a href="http://can-turtles-fly.blogspot.com/2009/05/microsoft-issues-bonds-for-first-time.html">Microsoft issues bonds for the first time ever</a> &#8211; Via Can Turtles Fly</p>


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