Regarding David Sokol, Redux
I am republishing what I added to yesterday’s post, and adding onto it, because many readers would have missed it. -==-=-=-=-=-=-=–==–==-=-=-=-=-=-=-=-=-=-=-=- In the cold light of morning, I have thought of...
Read MoreAuthor: David Merkel
Regarding David Sokol
David Sokol knows how Buffett and Munger think. He knows what would be attractive to them. So, even if the initial comments from Buffett were negative on the purchase of Lubrizol, Sokol, having more data, could be confident,...
Read MoreLonger TIPS and Shorter Nominal Notes
This should be a short post. QE2 — for the most part, the Fed has bought shorter nominal (non-inflation protected) Treasury notes. Now, we knew from the beginning that the Federal Reserve would buy the grand...
Read MoreAvoid Investment Scams and Bad Advice, Web Edition
I have had two prior posts on this topic, and I can tell you that Bonanza Goldfields and GTX Corp both cratered though they still live, sort of. Bioneutral has done poorly, but has not cratered. So today, while I was...
Read MoreLimits: Models, Governments, and Central Banks
Imagine for a moment that the US Government decided to end all taxation in order to “stimulate” the economy. “Wait,” you might say, “The deficit is bad enough today, how can we let it get any...
Read MoreThings are not as good as they look
Before I start this evening, anyone who can point me to people with little or no emotions, or Asperger’s disease, who are good investors, could you send me a link? I am not looking...
Read MoreBook Review: Financial Jiu-Jitsu
The genre of personal finance books is crowded. I have read my share of good and bad books in this area, and the book that I am reviewing this evening falls in the good column. It covers all of the main areas of personal...
Read MoreBook Reviews: Three Views of the Future
When you have 17 books read and ready for review, you take a step back and say, “Are there any common themes here?” I have three books that attempt to predict the future, and I play them against themselves...
Read MoreResponding to a Bright Reader
One of my readers made some good comments, and asked some good questions, so I am responding here. From the article, Dave, What Should I Do? (3): DM: Some of my friends want to invest with me, but I am not a total...
Read MoreThree Years from Now
With my portfolio management rules, one implicit idea is that I am not managing for the near future. The near future is a crowded trade. How is it crowded? High frequency traders schnitzel away at the...
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