-
Jun 15, 2023
I have read reviews of Vision Pro, Apple’s virtual reality headset. Meta’s Quest Pro suddenly started to remind me of Microsoft PCs
-
May 26, 2023
If you think of yourself as a long term investor and you spend all your time worried about recession, something needs to change.
-
May 11, 2023
When asked about the future of value investing, Buffett answered: “Value investing will be fine; people will continue to do dumb things.”
-
Mar 29, 2023
The Silicon Valley Bank collapse may be an extreme event, but it gives us a preview at a 100x magnification of what other banks are facing.
-
Mar 23, 2023
The Silicon Valley Bank collapse may be an extreme event, but it gives us a preview at a 100x magnification of what other banks are facing.
-
Mar 18, 2023
I wrote to IMA clients, sharing my thoughts about the stock market, the economy, possible outcomes, and how to invest.
-
Jan 27, 2023
Investors who own index funds have strapped themselves into a giant stock market roller coaster which, to this point, has only gone up. It's time for payback.
-
Jan 19, 2023
Value investors have had a miserable time over the past years. Now that our investing principles are finally being vindicated, you’d expect us to gloat. But Herr Schadenfreude is...
-
Jan 12, 2023
Crypto currency was touted as antidote to central banking. But with its own flaws, is the system itself to blame for this crypto market crash?
Jun 15, 2023I have read reviews of Vision Pro, Apple’s virtual reality headset. Meta’s Quest Pro suddenly started to remind me of Microsoft PCs
May 26, 2023If you think of yourself as a long term investor and you spend all your time worried about recession, something needs to change.
May 11, 2023When asked about the future of value investing, Buffett answered: “Value investing will be fine; people will continue to do dumb things.” 
Mar 29, 2023The Silicon Valley Bank collapse may be an extreme event, but it gives us a preview at a 100x magnification of what other banks are facing.
Mar 23, 2023The Silicon Valley Bank collapse may be an extreme event, but it gives us a preview at a 100x magnification of what other banks are facing.
Mar 18, 2023I wrote to IMA clients, sharing my thoughts about the stock market, the economy, possible outcomes, and how to invest.
Jan 27, 2023Investors who own index funds have strapped themselves into a giant stock market roller coaster which, to this point, has only gone up. It's time for payback.
Jan 19, 2023Value investors have had a miserable time over the past years. Now that our investing principles are finally being vindicated, you’d expect us to gloat. But Herr Schadenfreude is...
Jan 12, 2023Crypto currency was touted as antidote to central banking. But with its own flaws, is the system itself to blame for this crypto market crash?