Editor’s note: The following is primarily for sophisticated investors and, even then, not investment advice. For the rest of the readers, hopefully it is an interesting lesson on how markets often don’t make sense. Truth Social, the Donald Trump social media platform, has been a fascinating stock to watch. DJT Continue Reading
Muddy Waters Attacks Fairfax With Unfair Facts
One thing I was well known for during my investing days was critiquing the sell side analysts. I’m sure many will tell you how they dreaded seeing an email response from me after they published a report. I had what I thought were fairly low expectations – the report should Continue Reading
My Best Investment Idea: Three Year Treasuries
Disclosure! Disclosure! Disclosure! This is not investment advice. I am only describing what I am doing. You should do whatever you think is best for you. So let me head off something right off the jump. I am not suggesting Treasuries will beat stocks over the next three years. I Continue Reading
Sell Your Berkshire Before It’s Too Late
This coming weekend is the annual Berkshire shareholder meeting, aka “Capitalist Woodstock”. However, like the other Woodstock, it’s been a long time since anything meaningful happened. While Warren is obviously an unparalleled success as an investor, I think even he would admit the annual letters and meetings over the last Continue Reading
How to Allocate Risk Assets In A Post Free Money World
Continuing my thoughts on how the end of the Financial Repression Era changes the rules…this week is for the CIOs out there, whether at insurance companies, pension funds, family offices, etc. How do you need to think about risky asset classes differently now that there is, once again, a cost Continue Reading
Personal Investing Advice: You’re Probably Overlooking Opportunity Cost
Let’s start with the disclaimer. I’m not telling you what to buy. I’m not telling you what not to buy. I am merely sharing interesting ideas that you can decide whether they have merit or not for your situation. Today, we will talk about the pros and cons of buying Continue Reading
How To Win When A Bubble Pops? Be Captain Obvious
Informed Tip of the Week: Check out our recent comments in Business Insider about how to make sure you have an accurate replacement value for your home. You can read further thoughts on the topic here and here. You’ve all seen the Captain Obvious commercials I’m sure. I’m not going Continue Reading
Elon Musk: Too Big To Fail?
Elon Musk never fails to surprise. No, I’m not talking about him buying Twitter. I’m talking about how he bought Twitter. He has made himself the first walking, talking LBO. What do I mean? While everyone focuses on how much debt he put on Twitter (a lot…the interest will likely Continue Reading
The New Safest Trade In America: Series I Bonds
Informed Tip of the Week: If you’re looking for other investment alternatives with more growth potential, Informed will soon be launching its seed round. We will be raising money from individuals (accredited investors) and institutions. If you read this blog, you are welcome to inquire about investing. To learn more, Continue Reading
The Safest Trade in America, Revisited
Informed Tip of the Week: To (sort of) go along with the safety theme, how about I highlight some easy home maintenance tips you can do to reduce your risk of an insurance claim. Nearly three years ago I wrote an article suggesting the safest trade out there was to Continue Reading