Recent Articles
May 2, 2014
“The Greek economy is not in recession. Nor is it recovering. It has collapsed.” -Wolfgang Munchau of The Financial Times…
April 25, 2014
“I’m convinced that everything that’s important in investing is counterintuitive, and everything that’s obvious is wrong.” -Superstar investor, Howard Marks,…
April 18, 2014
“History has not dealt kindly with the aftermath of protracted periods of low risk premiums.” -Alan Greenspan Brilliant bookends. As…
April 11, 2014
“A leader does not deserve the name unless he is willing to occasionally stand alone.” -Henry Kissinger “Deep doubts, deep…
April 4, 2014
“We’ve gone back into this kind of a foie-gras bubble environment. We’re all being force-fed risk assets. It’s an unpleasant…
March 28, 2014
“Price is what you pay, value is what you get.” -Warren Buffett Special message: Thanks to your loyal readership, as…
March 21, 2014
“Americans were not put on this earth to become managers of decline.” -Ronald Reagan “Humans are…guided by the immediate…
March 14, 2014
“Facts do not cease to exist because they are ignored.” -Aldous Huxley POINTS TO PONDER 1. Compensation trends are definitely…
March 7, 2014
“Most of the money you’ll win at poker comes not from the brilliance of your own play, but from the…
February 28, 2014
“Owners of stocks…too often let the capricious and irrational behavior of their fellow owners cause them to behave irrationally as…
February 28, 2014
“Owners of stocks…too often let the capricious and irrational behavior of their fellow owners cause them to behave irrationally as…
February 21, 2014
“Ahhh, Maggie, in the world of advertising, there’s no such thing as a lie. There is only expedient exaggeration.” …