This is the first part of a three-part discussion. To be sure you don’t miss the rest, subscribe to Inside Investing via e-mail or RSS. My firm recently sponsored an event on two emerging economies, China and India, titled “Elephant … Read more
2 CommentsHistory & Geopolitics
48 Posts
A surviving investor is always learning beyond what is obvious from platform presentations and gaining additional insights from past experiences. As almost all the investing world knows, there is a five-hour question and answer session at the annual Berkshire Hathaway … Read more
2 Comments For most of human history, the prevailing belief was that we lived on the single plane of a flat earth. This concept gave order to our belief as to our place in the world and reduced the uncertainty gap in … Read more
Leave a Comment We may believe that inflation is a relatively new phenomenon, one from the time of the birth of coins and currencies. But evidence just revealed this week proves that Albert Einstein was correct in suggesting that it was present in the … Read more
Leave a Comment Introduction To use a term from tennis, a trap is an unforced error. In our arena of investments a trap is a concept/thought that leads us to significant losses of capital, or worse, opportunities to make sound productive investments. Last … Read more
4 Comments Unlike drones and more like electrocardiogram plots, investments rarely go in straight lines but rather undulate, frequently reversing directions, which is normal. As has been stated in my past posts, I believe that our current journey will take us to … Read more
Leave a Comment (Editor’s note: This article was originally written on 15 December). In a somewhat long, scary piece on the re-hypothecation of gold bars, John Hathaway of Tocqueville Asset Management intones, “In the financial markets, a person that is one step ahead … Read more
Leave a Comment