When the year started I suggested to a number of people with a willingness to step outside of the box that a local, young, unproven investment manager was worth considering. Not merely because he was talented or that the funds strategy was fundamentally sound, but because he had a particularly attractive opportunity set in...
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LSU is ranked Number One! Plans to rescue Greece. Plans for Greece to Default. Red Absinthe. What would happen to earnings in a recession? Europe looking cheap! stock Buybacks and Berkshire and more links, asides and errata inside...
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Today's data releases were not very good, but no disasters. Wall Street is fixated on the idea that the word sell is a four letter word and Warren Buffett can be dangerous to follow when you don't have his terms.
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In a very "outside the box" essay, JJ Abodeely looks at how experience can be detrimental to investment advice. This is a nice compliment to last weeks "Mad Men and Risk Control" as we continue to look at how our instincts can fool us into misunderstanding how and where to deploy our money.
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Often it is those who sound reasonable and safe who are the most risky, while the eccentric and the unconventional is in fact the most prudent. John Hempton, Warren Buffett and John Maynard Keynes can help show us why.
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I do believe we should be doing something as a nation, through our government, to avoid the not insignificant chance of a total financial meltdown. I have seen several things proposed that I find interesting, and I will get into them and other longer term issues in coming days. I had hoped to address...
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The Oracle of Omaha is human, we can all take some comfort in that. More here and here. Download article as PDF
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“As a group, lemmings have a rotten image, but no individual lemming has ever received bad press.” -Warren E. BuffettPara obter Seu 100 & Free marcador: toques reais.Variationen von online poker. Download article as PDF
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In the insurance business, there is no statute of limitation on stupidity. -Warren Buffett If only the monolines (that survive) credit default swap investors, and others could keep this in mind going forward. Risk has to be priced not on the basis of the current environment, but on what that environment might be down...
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Occasionally I look at my list of reads and realize I haven’t been someplace in quite a while, so early this morning I headed over to Jeff Matthews place to rectify that issue. Full of great stuff, but I want to highlight two pieces. First, Jeff tackles the subject of stock buybacks and the...
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