Market Commentary

4Q 2011 Quarterly Letter - The Case for Bank Stocks - 1/19/2012
3Q 2011 Quarterly Letter - Stocks for the Long Run - 10/10/2011
3Q 2011 Whitepaper - What To Do after the Market Gets Clobbered - 8/5/2011
2Q 2011 Quarterly Letter - Pitfalls of the Asset Allocation Model - 7/15/2011 - Clients Only
1Q 2011 Quarterly Letter - Where We See Value - An Update on Themes- 4/8/2011
4Q 2010 Quarterly Letter - Stan the Man & Community Bank Investing - 1/10/2011
3Q 2010 Quarterly Letter - Top 5 Reasons to Buy Stocks Now - 9/30/2010
2Q 2010 Quarterly Letter - A Contrarian's Dream - 6/30/2010
1Q 2010 Quarterly Letter - Benjamin Graham in Japan - 3/31/2010
4Q 2009 Quarterly Letter - Inflation vs Deflation - 12/31/2009
3Q 2009 Quarterly Letter - The Case for Quality - 9/30/09
Endgame - Value Investor Insight interview with Tom Eidelman on GameStop (GME) - 8/31/09
2Q 2009 Quarterly Letter - GMAC Bonds: Safer than Treasuries? - 6/30/09
1Q 2009 Quarterly Letter - The Return of Benjamin Graham - 3/31/2009
One-Day Wonders - Featured in Barron's regarding leveraged ETFs - 1/12/09
4Q 2008 Quarterly Letter - The November Green Light / Year-Ender Strategy - 12/31/08
3Q 2008 Quarterly Letter - Credit Crisis Opportunity / Beijing Olympics 8-8-08 - 9/30/08
2Q 2008 Quarterly Letter - Paying More at the Pump, but Less for Stocks - 6/30/08
1Q 2008 Quarterly Letter - Optimism Amidst Pessimism - 3/31/08

Disclosure: All commentary is for informational purposes only and does not constitute a complete description of our investment advisory services. This commentary is in no way a recommendation of any security or a solicitation or offer to sell investment advisory services.

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