Good Reading -- October 2015
Facts and Figures Changes in the real price of homes, car, and college tuition as compared to income: Source: NY Times, Census Bureau,...
Good Reading -- August 2015
Books Charlie Munger: The Complete Investor -- This new book just arrived last week. It is not a biography but it is loaded with great...
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 -- February 2011
Quoted I'm having a good time reading the Financial Crisis Inquiry Report, but unfortunately that's because I have a perverse sense of...
Good Reading -- January 2011
I recently received some (probably deserved) criticism that the content here has been too much of the same "I really love value...
Good Reading -- December 2010
Merry Christmas and Happy New Year! --- Facts and Figures There are about 8,000 banks in the U.S. with a total of roughly $12 trillion in...
Good Reading -- October 2010
Lots of good stuff this month -- hope you enjoy. -------- Quoted "It's quite clear that stocks are cheaper than bonds. I can't imagine...
Good Reading -- May 2010
Happy reading. Hope everyone is doing well. Attached Investor Psychology Illustrated (courtesy of Ben Claremon) The best of the write-ups...
Good Reading -- December 2009
A shortish "Happy Holidays" edition. Hope everyone is doing well. Attached Bethany McLean on the Goldman Sachs phenomenon. This is a...