Article on David Einhorn from Greenlight Capital (a Short Seller)

http://nymag.com/news/businessfinance/47844/

Bill Ackman was in the money on the fallout of Ambac

http://www.bloomberg.com/apps/news?pid=20601109&sid=ayw26W322L2A&refer=home

Cheaper index funds or more expensive actively managed funds?

http://www.bloomberg.com/apps/news?pid=20601213&sid=aZrsGlPvz6sA&refer=home

Forbes' Best Stock Pickers 2008

http://www.forbes.com/2008/05/27/zacks-stocks-analysts-pf-ii-topanalysts08-cz_0528land.html

Article on CFA Exam Takers.. (I'm taking the Level 1 exam tomorrow!)

http://www.bloomberg.com/apps/news?pid=20601110&sid=antGyCs3ILOY

Financials: Tough Forecast for Analysts

http://www.bloomberg.com/apps/news?pid=20601213&sid=aTuI17bC.igE&refer=home

Master Stock Pickers WSJ 2008 Survey

http://online.wsj.com/mdc/public/page/2_3024-best2008_stocks.html

Interesting tech discussion blog

http://www.alleyinsider.com/

Hedge Fund Picks

http://seekingalpha.com/article/77798-leading-hedge-funds-best-ideas-and-consensus-picks?source=side_bar_editors_picks

Links to my published articles

Ari's The Ticker articles
http://www.theticker.org/user/index.cfm?event=displayAuthorProfile&authorid=2351723

Quoted by New York Sun
http://www.nysun.com/article/52436

Quoted by Canada Daily Buy-Sell Adviser http://www.dailybuyselladviser.com/news/blank/64-1.html

Quoted by Forbes.com http://www.forbes.com/personalfinance/2007/02/07/suntech-china-solar-pf-ii-in_jd_0207gurusow_inl.html

Quoted by Bull & Bear Newsletter
http://www.thebullandbear.com/digest/0407-digest/0407-pmetals.html

Fuel-Tech PMC Research Report www.theticker.org/media/paper909/documents/rg9hx1fj.pdf

"Ethanol is manna to farmers and their suppliers" by Ari Jahja http://www.thebullandbear.com/digest/0407-digest/0407-pmetals.html#JAHJA

"Sell Rating" signals bottoming of Financial Services stocks?

http://www.bloomberg.com/apps/news?pid=20601039&sid=aA0phtEibOBI&refer=columnist_wilson

Useful Business Blog Links

http://abnormalreturns.com/

About TIPS and Inflation

http://www.clevelandfed.org/research/inflation/TIPS/index.cfm

Great Tutorial on Multiples by Prof. Damodaran!!

http://pages.stern.nyu.edu/~adamodar/pdfiles/ovhds/inv2E/relval.pdf

Useful Websites to learn about REIT Industry

http://www.reitcafe.com/REITcafe.html
http://www.nareit.com/

Berkshire Hathaway Annual Shareholder Letter

http://seekingalpha.com/article/66692-berkshire-hathaway-annual-shareholder-letter-online-version
http://www.iht.com/articles/2008/03/02/business/buffett.php

Market Insights from Bill Gross- Morningstar's 2007 Bond Fund Manager of the Year

http://www.pimco.com/LeftNav/ContentArchive/Default.htm

Resources to Find Cost of Equity

http://finance.yahoo.com/
Provides historical data for stock prices and treasurys.
30-YEAR TREASURY BOND (^TYX)
13-WEEK TREASURY BILL (^IRX)

http://pages.stern.nyu.edu/~adamodar/
The "Updated Data" section lists useful data for Discount Rate Estimation.

Nice Resource for Metals Research

http://www.kitco.com/

Very useful free website for tracking and researching metals.

Bold Stock Calls Bear Fruit for These Analysts

http://online.wsj.com/article/SB120312131959172953.html?mod=hps_asia_at_glance_markets

This is a WSJ article about a few analysts that made bold predictions about the downfall of a few IBs amid the credit crunch (before anybody else did). The ability to see things in the big picture and think outside the box are characteristics that successful research analysts possess.

"Record Increase in wheat prices"

I'm still bullish on agriculture. Check this out.

http://www.123jump.com/market-update/Record-Increase-in-Wheat-Stocks-Struggle/26259/

"U.S. market averages traded in a tight range after the release of wholesales inventories data, earnings from Weyerhaeuser, Alcatel Lucent, Brush Engineered Metals, Cott Corporation and Lubrizol.

Wheat Prices Soar

Wheat prices rose to a record rise after the U.S. Department of Agriculture estimated that the wheat inventories will be at 60-year low of 272 million bushels. The latest projection shows a 7% decline from the earlier projection in January and 40% lower from a year ago. Wheat futures rallied to the daily limit of 30 cents for the fifth session in a row and closed up 16% for the week. Wheat prices at mid-day were trading at $10.93 per bushel, up 30 cents in Chicago and in Kansas were up 30 cents to $11.4025 per bushel."

Earnings Calendar

http://www.briefing.com/Investor/Public/Calendars/CalendarsLanding.htm

Useful website for various calendars!

Eye on 2008: Investment Strategy for a Challenging Market

Check out my article at Seeking Alpha.com. Hope it will be helpful towards your invesment analysis!

http://seekingalpha.com/article/61714-eye-on-2008-investment-strategy-for-a-challenging-market

Nice Resource for Analyst Upgrade/Downgrade Actions

http://www.newratings.com/

Spike in Credit Default Swaps

The recent spike in CDS prices indicates the deterioration in the perception of credit quality. Investors see a growing chance that many companies won't be able to pay their debt.

http://www.markit.com/information/products/cdx/curves.html

An Interesting Job Move by Goldman Top-Ranked Analyst

NFL Hires Goldman Sachs Top-Ranked Analyst as CFO
http://www.bloomberg.com/apps/news?pid=20601103&sid=aJZ9ySUZVPSI&refer=us

Experts' Thoughts on Value Investing

http://www.nyssa.org/AM/Template.cfm?Section=value_investing&Template=/TaggedPage/TaggedPageDisplay.cfm&TPLID=3&ContentID=4257

Retail Industry Notes

Positives:
a. Rising same-store sales
b. Healthy macro factors that drive consumption, such as labor market (non-farm payrolls) and consumer confidence (although does not necessarily correlate with consumer spending)

Negatives:
a. Unreasonably warm weather during holiday season (like in 2007), which hurts sales of cold weather merchandise
b. If inventory growth outpace sales growth
c. High gas prices, which can limit consumer spending http://home.doe.gov/pricestrends/index.htm