Browsing Tag
Warren Buffett
276 posts
Are You a Performance Taker or Seeker?
by Rick Ferri There are two categories of investors in this world: performance takers and performance seekers. A…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Jeffrey Saut: "Myths: Past, Present, and Future"
Myths: Past, Present, and Future by Jeffrey Saut, Chief Investment Strategist, Raymond James September 29, 2014 “If…
Warren Buffett is Right to Hate Gold
by Cullen Roche, Pragmatic Capitalism I really liked this piece by Matt DiLallo on why gold is so…
Bill Smead: Buffett’s Passive Can of Worms
Buffett’s Passive Can of Worms by William Smead, Smead Capital Management A great deal of confusion exists today…
An Education From Guy Spier
by Ben Carlson, A Wealth of Common Sense “I’m trying to manage myself, not just my portfolio.” –…
Make Sure You Understand Your Assumptions When Designing a Portfolio
by Cam Hui, Humble Student of the Markets I have written numerous times in this space about the…
Size is the Enemy of Performance
by Ben Carlson, A Wealth of Common Sense “Prices fluctuate more than values – so therein lies opportunity.”…
All Eyes on The Bond Market
by Jesse Felder, The Felder Report The most critical asset class in the world right now might just…
Charlie Munger's Investing Principles
by Ben Carlson, A Wealth of Common Sense “If you can get good at destroying your own wrong…
On the Attraction of "Behemoth Stocks"
Photo Credit: Benh LIEU SONG by David Merkel, Aleph Blog Somewhat less than three years ago, I wrote two…
The End of Stock Picking
by Cullen Roche, Pragmatic Capitalism Jason Zweig has a nice piece in yesterday’s Wall Street Journal on the end…
The Warren Buffett Guide to Making Money
(WB starting young) I once went to a Berkshire Hathaway annual meeting. I met a guy who told…
Do Risk Adjusted Returns Matter?
by Ben Carlson, A Wealth of Common Sense “Beware of geeks bearing formulas.” – Warren Buffett Research…
Betting on 'Dumb Volatility' with 'Smart Beta'
by Claude Erb, via SSRN It is possible that some investors make the "dumb mistake" of "buying high…
Yes, This Is An Equity Bubble
Yes, This Is An Equity Bubble by John Hussman, CFA, Hussman Funds After the 2000-2002 recession, the Federal…
