Equity Investments

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The Global Instability Premium

The Global Instability Premium

The ongoing shifts in US and global equity valuations are something worth watching until the world calms down, because global military tensions could easily get much worse than they currently are. If and when this occurs, global equities could become compellingly cheaper in short order, presenting a potential strategic opportunity, at least if you believe in the global instability premium. Read more

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Weekend Reads for Global Investors: Warren Buffett Reveals the Secret of His Success

Weekend Reads for Global Investors: Warren Buffett Reveals the Secret of His Success

It was an eventful week: In their annual letter, Warren Buffett and Charlie Munger revealed to Berkshire Hathaway shareholders what has made the company such a success. Chai Jing, an investigative journalist, released a documentary on the sources of China’s air pollution, which almost instantaneously attracted 100 million viewers. Read more about the letter, the documentary, and the most debated dress on the planet in this latest edition of Weekend Reads. Read more

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