In 1986 Jeremy Grantham started to warn his firm’s clients about the eventual bursting of the Japanese stock bubble.
While in Omaha for the Berkshire Hathaway annual meeting a couple of weeks ago, I..
Next Thursday, for the seventh time, I am going to Omaha, Nebraska, for the Berkshire..
I always look forward to Hendrik Leber’s presentations. Hendrik runs a value investment fund named Acatis..
There are lot of similarities between the 1920s and today. In fact Livermore’s quote says it all: “There is never anything new on Wall Street, because speculation is as old as the hills.” Jon talked about how the 1924-1929 bull market was rigged by stock manipulators.
I don’t do writing assignments. I don’t like deadlines. I am not a writer; I am an investor who thinks through writing. So when Institutional Investor asked me to write on the future of investing, my instinct was to politely decline. But the topic did seem intriguing. So I decided to give it a try.
I am back from Buffett’s Omaha. Every year I come back feeling supercharged for the..