Even Capitalist Pigs Should Love Bank Regulation
Jan 29
I am a Capitalist Pig, and proud of
Feb 05 | If I were a prosecutor I’d be thanking Al Gore for inventing the internet and email (I don’t know if Mr. Vice President claimed the email invention, but without the internet there is...
9:17 pm / No comment / Read More »
Jan 31 | I have tremendous respect for Mr. Buffett. But every word that comes out of his mouth should not be looked upon as prophecy, or the gospel truth. I get a feeling that Buffett...
8:17 am / 1 comment / Read More »
Jan 29 | I am a Capitalist Pig, and proud of it, thus you would not expect me to support government interference and more strenuous regulation of financial institutions – after all, capitalism (free markets) and...
8:50 pm / No comment / Read More »
Jan 28 | The Chinese economy must be getting out of control, because the Chinese government is doing the unthinkable: It is desperately trying to put the brakes on the economy. When you pump a stimulus...
6:11 pm / No comment / Read More »
Jan 18 | I understand why investors don’t want to own Pfizer (PFE); there is little excitement in the stock: It is down significantly from the Viagra-high it reached in 1998. Yes, Pfizer is the maker of...
9:57 pm / 1 comment / Read More »
Jan 14 | The stock market’s performance over the next decade will be very similar to the one since 2000: the WSJ appropriately named it “the lost decade.” Stocks will go up and down (setting all-time...
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Jan 14 | AS THE NEW YEAR OPENS, THE stock market is behaving as if the past 20 years were about to repeat themselves: Another recession will turn into a robust expansion. Stock prices already are...
9:51 pm / No comment / Read More »
Dec 10 | This paragraph, taken from a SocGen research report by Dylan Grice (one of the few sell-side folks worth reading, along with Albert Edwards, also at SocGen), sums up the dichotomy between how investors...
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Dec 06 | In the bull market that preceded the collapse of Lehman Brothers and the ensuing financial crisis, equity valuations reached some very frothy levels. The correction that followed only lasted until March, since when, the...
11:33 pm / No comment / Read More »
Featured
Books that will help gain sanity in insane market »
Oct 28 | I originally wrote this list of recommended books last year; recently I updated and added a few more. I hope to keep adding to it every year. It...
In Defense of Capitalism: a True Love Story »
Oct 06 | My writing is a byproduct of my investment process, I think through writing. I don’t do movie reviews and don’t watch Michael Moore’s movies. A Denver Post reporter...
You are not as smart as you think you are »
Jun 11 | Our emotions are our biggest enemy, at least when it comes to investing. We should all know this. If you don’t, stop making your own investment decisions right...
Latest
Jamie Dimon’s Thoughts on Chinese Banking System »
Feb 05 | If I were a prosecutor I’d be thanking Al Gore for inventing the internet and email (I...
9:17 pm / No comment / Read More »A Few thoughts on the Burlington acquisition »
Jan 31 | I have tremendous respect for Mr. Buffett. But every word that comes out of his mouth should...
8:17 am / 1 comment / Read More »Speaking, Travel and See you in Omaha »
Jan 31 | I have exciting travels for the next couple of months: I’ll be giving a talk about Active Value...
7:56 am / 1 comment / Read More »Even Capitalist Pigs Should Love Bank Regulation »
Jan 29 | I am a Capitalist Pig, and proud of it, thus you would not expect me to support...
8:50 pm / No comment / Read More »Chinese Quest for Shortcut to Greatness »
Jan 28 | The Chinese economy must be getting out of control, because the Chinese government is doing the unthinkable:...
6:11 pm / No comment / Read More »The case for Pfizer »
Jan 18 | I understand why investors don’t want to own Pfizer (PFE); there is little excitement in the stock: It...
9:57 pm / 1 comment / Read More »
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