Money and Finance
- Excerpt From Warren Buffett’s 1957 Partnership Letter
An excerpt from Warren Buffett’s 1957 letter that may be useful to think about in regards to current stock market levels:In last year's letter to partners, I said the following: My view of the general market level is that it is priced above...
- Gr-neam Reflections: 10/02/2012 - The Adolescent Centenarian Should Heed Advice From China
This month's piece from John Gilbert was especially good. The Federal Reserve has made the capital markets an instrument of monetary policy with QE3 announced in September. But no consideration is given to the possible consequences of doing so. ....................
- Three New Instructors Announced For European Investing Summit
One of the new additions is John Gilbert, Chief Investment Officer of General Re-NEAM. As regular readers probably know, I frequently link to Mr. Gilbert’s monthly letters, which are some of the best (and are available HERE). Mr. Gilbert also gave a...
- A Couple Of Charts Worth Reviewing
From a GR-NEAM piece on 8/30/2011: From an Albert Edwards piece last week: ...
- Weekly Roundup - March 29, 2014
I've been a bit absent the past week or so and even missed my normal weekly roundup post last weekend. Never fear though I'm back and have a new installment of the roundup. My FI Portfolio has been performing great the last two weeks and I...
Money and Finance
GR-NEAM Reflections: Investing With Leviathan
The monthly publication written by John Gilbert, CIO, GR-NEAM (General Re-New England Asset Management).
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Summary: The scale and complexity of governments' responses to the financial crisis is very large. While it is early to tell, it may increase the role of policy anticipation in investment analysis. Participants in the Chinese stock market have behaved that way all along.
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Link to past issues: HERE
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- Excerpt From Warren Buffett’s 1957 Partnership Letter
An excerpt from Warren Buffett’s 1957 letter that may be useful to think about in regards to current stock market levels:In last year's letter to partners, I said the following: My view of the general market level is that it is priced above...
- Gr-neam Reflections: 10/02/2012 - The Adolescent Centenarian Should Heed Advice From China
This month's piece from John Gilbert was especially good. The Federal Reserve has made the capital markets an instrument of monetary policy with QE3 announced in September. But no consideration is given to the possible consequences of doing so. ....................
- Three New Instructors Announced For European Investing Summit
One of the new additions is John Gilbert, Chief Investment Officer of General Re-NEAM. As regular readers probably know, I frequently link to Mr. Gilbert’s monthly letters, which are some of the best (and are available HERE). Mr. Gilbert also gave a...
- A Couple Of Charts Worth Reviewing
From a GR-NEAM piece on 8/30/2011: From an Albert Edwards piece last week: ...
- Weekly Roundup - March 29, 2014
I've been a bit absent the past week or so and even missed my normal weekly roundup post last weekend. Never fear though I'm back and have a new installment of the roundup. My FI Portfolio has been performing great the last two weeks and I...