Writing about the future of investing in the current global economic climate is an easy way to get depressed. After all, Europe seems on the verge of disintegration; China risks…
Tag:
Macro
Conditions for investors around the world are getting worse. Let’s start with Europe, the world’s second-largest economy. The European Union is a collection of states that are vastly different from…
The Great Recession may be over, but eight years later we can still see the deep scars and unhealed wounds it left on the global economy. In an attempt to…
The election is over. I am left with two very contradictory feelings. First is one of appreciation — every four years we peacefully replace our government. I remember my parents…
A few years back I wrote an article comparing buy-one-suit-get-three-free sales by Jos. A. Bank to the Federal Reserve’s quantitative easing program. Then Jos. A. Bank’s management did something absolutely…
I originally wrote this piece in 2016, but it continues to be relevant to this day. When I was growing up in the Soviet Union, our local grocery store had…
Five years ago, almost to the day, I was interviewed by David Galland, who worked at Casey Research at the time. This interview covered three topics: the Chinese overcapacity bubble, the Japanese debt bubble, and my sideways markets thesis. Five years is a long time, but with the exception of updating some statistics I really would not change anything.
Putin’s World: Why Russia’s Showdown with the West Will Worsen I grew up hating America. I lived in the Soviet Union and was a child of the cold war. That…
While in Omaha for the Berkshire Hathaway annual meeting one year, I participated in an investment panel hosted by a local chapter of the Young Presidents’ Organization. I had the…
It is hard for me to see a full-blown war between Russia and Ukraine. There are so few cultural differences between these two countries. Ukraine has its own language, but…