Good Reading -- July 2015
Quoted "Economic and company fundamentals in the U.S. are fine today, and asset prices -- while full -- don't seem to be at bubble...
Good Reading -- July 2013
I hope everyone is having a good summer. Always feel free to send me an email with suggestions or feedback on this reading. Hope you...
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 -- 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 -- April 2012
Quoted "Philosophically, the edifice of world regulation was built on two building blocks. One is the idea of the rational man and the...
Good Reading -- February 2012
Facts and Figures In 1900, American farmers needed an average of three hours of labor to produce 1 kg of wheat. In 2000, they needed 1-2...
Good Reading -- January 2010
Lots of good reading -- hope 2010 is off to a good start. Attached "How Inflation Swindles the Equity Investor" -- a Buffett article (and...
Good Reading -- December 2009 (part 2)
Merry Christmas and Happy New Year! Attached Another great article on health care reform from Atul Gawande, this time discussing health...