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
The Worst Investment in South America
I got sidetracked from my best and worst investment series by the GE saga. FYI, I updated the post with some better LTC data and showed the cherry picking was even worse than I thought! Anyway, today we will talk about the fools who bought 100-year debt from Argentina. Argentina Continue Reading
The Safest Trade In America
Last week, I wrote about one of the worst possible risk-reward decisions. This week, I will make my case for one of the best. Now, before we start, some disclosures. I may own some of the stocks I talk about. You shouldn’t take what follows as a recommendation to buy Continue Reading
The Next Evolution In Investment Analytics
Summary:Analytics 1.0 = Find underpriced assetsAnalytics 1.1->1.9 = Keep frantically searching diminishing pool of underpriced assetsAnalytics 2.0 = Improve the quality of your own assets Most investors have no idea what they are good and bad at. They are stuck at Analytics 1.5. They need to evolve to Analytics 2.0. Continue Reading