This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences. I summarized some 50,000 words into about 1,000 (a …
The Stock Market, The Economy, Possible Outcomes, How to Invest Read More »
After a recent trip to India, the contrast with Switzerland was stark. But there are hidden costs of living in Switzerland as well.
The CHTR decline may have kicked us in the face, but our extensive research is telling we’re not wrong about our Charter investment. Here’s why:
My daughter Hannah and I went to a trip to India. We visited a small part of this large country, the most populous in the world.
Investors who own index funds have likely strapped themselves into a giant stock market roller coaster which, to this point, has only gone up.
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 not a friend of ours.
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?
Recessions are like forest fires – small ones are healthy for the forest. However, the longer you suppress fire, the more dead material the forest accumulates. Eventually, when it does pay a visit, it is more devastating and its effects are more long-lasting.The recession that is coming could be a big fire.
I share a story about when four separate people asked me about “investing” in cryptocurrencies, as well as my thoughts on Bitcoin and other crypto-assets.
Inflation is on the rise in the US. So are the interest rates. So what about the housing market? Are we going to see housing prices decline? Read below to find out.
