02 Dec The Next Ten Years Are Likely To Be Different
Wow! Patience and diversification may win in the long run, but for the last few years, it’s cost a lot of investment managers their jobs. What has worked has been to be ‘all...
Wow! Patience and diversification may win in the long run, but for the last few years, it’s cost a lot of investment managers their jobs. What has worked has been to be ‘all...
Thirtytwo years ago I started my investment career with Dean Witter Reynolds in Las Colinas. At that time, you could double your money in risk-free US Treasury bonds, paying 12% in approximately six...
Last October, I wrote a letter entitled ‘At Least you are Aware’ describing my concerns regarding the stock market and several defensive strategies that I believed were appropriate at the time. The market...
I thought I would give you a heads up on a longer term picture of the S&P 500. As you can see from the 20–year chart above the market took a turn for...
Every day we continue to get the same old questions driving the financial news – will the fed increase rates and how bad is China’s economy? If our markets can’t handle a minor...
Former Canadian professional hockey player Wayne Gretzky could just as well have been talking about investing instead of hockey. To be successful in investing, you need to focus on the future, not the...
All you have to do is put your money in the S&P 500 index and forget it, save on management fees and outperform at the same time! — Talk about a no-brainer, even...
I thought you might be interested in knowing what's happening with the Tesco position in the portfolio and what the plan is going forward. I originally learned of the Tesco Company several years...
The reason I haven't written a letter for the past few months is not because I've been on a long vacation, but because not much has changed. We are now entering the 5th...
Thought you mind enjoy reading the link to last week's Barron's article on Top Holding — Devon Energy. Over the last couple of years, Devon has been transforming itself into a balanced producer of...