Friday, March 22, 2013

Why the American economy still reigns supreme

A new, comprehensive Goldman Sachs report concludes that while big fiscal challenges loom, the American economy is still a cut above the rest of the world on some crucial metrics relevant to investors.

� NYU finance prof Aswath Damodaran believes value investors have to take a close look at Apple here.

� Brooklyn Investor thinks Wells Fargo is cheap.

� Mark Dow brings four charts that tell a "powerful story" of where we are.

� Ford shareholder Eddy Elfenbein likes its earnings report.

� Continuing education on insurance company investing, with David Merkel.

� Roger Nusbaum on the evolution of portfolio theory.

� The short case on Build-a-Bear.

� Really interesting chart from Bespoke: The U.S. as a percentage of world market cap.

� 10 business lessons from The Beatles.

This commentary does not constitute individualized investment advice. The opinions offered herein are not personalized recommendations to buy, sell or hold securities.

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