At The Cato Institute’s 34th Annual Monetary Conference (Prologue And Keynote)
Hi. For long-term readers of Aleph Blog, when I am at this Conference, there are a lot of posts. If … Read more
Hi. For long-term readers of Aleph Blog, when I am at this Conference, there are a lot of posts. If … Read more
Regardless of your political point of view, life will go on after the election. Truth, given the two leading candidates, … Read more
Writing books about Warren Buffett is a bit of a cottage industry, and one that is getting scarce for new … Read more
A question from a reader on my recent post Me Too!: I recently ran across Ed Thorp’s “Beat the Market.” I … Read more
I have sometimes said that it is common for many people to imitate the behavior of others, rather than think … Read more
Before I write my piece, I want to say a word about the virtue of voting for third party candidates … Read more
Before I start this evening, I want to state again that I welcome comments at this blog. It may not … Read more
Industries come and industries go. Jobs come and go, and they morph. Perhaps we should take heart that politicians don’t … Read more
Over the years, I’ve written a lot about earnings adjustments and non-GAAP earnings. There are several basic questions to answer: … Read more
I received an email from a longtime reader: David, here is a (possibly useless) thought experiment. In 2005, PIMCO’s Paul … Read more
This is my quarterly update on how much the market is likely to return over the next 10 years. At … Read more
Dead as a Severed HorseHead =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= Six years ago, I reviewed a book The Club No One Wanted To Join. … Read more
I’ve said this before, but I like it when research destroys a preconceived notion of mine. Today’s post stems from … Read more
Cash Will Prove Itself: Watch Out Tesla , SolarCity And Trump It’s only when the tide goes out that you … Read more
Before I write this evening, I would like to point out what is going on with Horsehead Holdings [ZINCQ]. There … Read more