Good Reading -- May 2013
Quoted "A decade ago, nine out of 10 companies would tell you they were thinking about building their next plant in China. Today it's...
Good Reading -- April 2013
As usual, if anyone is going to Omaha for the Berkshire Hathaway annual meeting and wants to get together just drop me an email. Facts...
Good Reading -- January 2013
Facts and Figures Updating a prior figure, the 100-year bond issued by Mexico in 2010 was recently yielding 4.5%, down from 6.1% at...
Good Reading -- December 2012
Quoted “In distressed strategies, like distressed debt and real estate, we’re aiming to make 15 percent gross. The irony is of course...
Good Reading -- November 2012
Hopefully I'll be able to scrounge up more stuff for the December edition. In the meantime, Happy Thanksgiving. Facts and Figures The S&P...
Good Reading -- September 2012
Facts and Figures Yields on U.S. speculative-grade notes have fallen to 6.29 percent, 1 basis point less than a measure of what’s being...
Good Reading -- August 2012
Facts and Figures The 100 largest U.S. corporate pensions have an aggregate funding deficit of $486bn, an increase of $186bn in the...
Good Reading -- June 2012 (part 2)
Quoted "Former Treasury Secretary Henry Paulson said the U.S. will emerge relatively unharmed from the debt crisis in Europe as efforts...
Good Reading -- June 2012
Facts and Figures More than half of the companies in the S&P 500 have a higher yield than the 10-year U.S. Treasury. There are 271 stocks...
Good Reading -- May 2012
Sorry for another email so soon, but there has been a deluge of good stuff recently and I wanted to get this out before it got any...