The Ups and Downs of Flying I am a very nervous flyer. Whenever there is a little bit of turbulence, I look out the window, see shaking wings, and start to wonder whether they’ll keep holding the plane up. Then my rational self kicks in, and I tell myself that statistically it is safer flying [...]
My interview with Forbes’ John Dobosz on what value investing and Fiddler on the Roof have in common.
Earlier this week we saw reports that “Beijing authorities plan to build a “seven-star hotel” modelled after Dubai’s Burj Khalifa — the world’s tallest building — in a $1.3 billion joint project with Saudi Arabia.” Yes, the same building that symbolized Dubai’s $20-plus billion in malinvestments and required a bailout by Abu Dhabi. In Russian [...]
To paraphrase Nassim Taleb, “Giving interviews is the art of repeating oneself without anyone noticing.” With the new book out, I have the pleasure and the opportunity to perfect that art. My latest interview, with my friend Bob Huebscher of Adviser Perspectives, is below; and here are links to my interviews with John Mihalijevic of Manual of [...]
Here are my 10 most favorite/important articles from 2010, all of them are still relevant today. QE2: Beware the Perils of its Success Recommended Book List 2010 Poststeroid Economics Shadow over Asia Barron’s Is Wrong On Medtronic Japan: Land of the Rising Debt Chinese Quest for Shortcut to Greatness Even Capitalist Pigs Should Love Bank [...]