Money and Finance
Great compilation of notable inflation comments from The Manual of Ideas: HERE
- Links
Today's Audible Daily Deal is well worth the $0.99 you pay for the audiobook (available until 11:59PM ET): The Little Book of Talent: 52 Tips for Improving Your Skills Drivers of ROE in the Context of Portfolio Management (LINK) Chris Mayer:...
- Monetary Regimes And Inflation - By Peter Bernholz
Kyle Bass has mentioned this book a couple of times. Based on Bill Gross’ recommendationto position your portfolios for eventual inflation, it seemed like a fitting post. A link to the PDF is below, or you can purchase the book HERE. Link to: Monetary...
- Leucadia National Annual Meeting Notes 2012
From The Brooklyn Investor blog (found via the Corner of Berkshire & Fairfax). LUK is an Inflation Play In answering the above question about the future of LUK, Steinberg said that they started first and foremost as opportunists. He...
- Inflation May Be Coming. Time To Look For A Hedge. - By Whitney Tilson And John Heins
Because inflation hasn't afflicted America in some 30 years, it's worth reviewing what rising prices might mean for stock investors. In a 1977 article on the subject in Fortune, Warren Buffett went to great lengths to disabuse shareholders of...
- Why Buffett Is Betting On The Railroads
A great find by Shai at the Reflections blog. There are some interesting thoughts in the article on Burlington’s moat and the long-term nature of its cap-ex – which may help to explain Mr. Buffett’s purchase in light of his more recent comments...
Money and Finance
Is The Smart Money Betting on Inflation?
Great compilation of notable inflation comments from The Manual of Ideas: HERE
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Related previous post: Warren Buffett's Comments on Inflation
- Links
Today's Audible Daily Deal is well worth the $0.99 you pay for the audiobook (available until 11:59PM ET): The Little Book of Talent: 52 Tips for Improving Your Skills Drivers of ROE in the Context of Portfolio Management (LINK) Chris Mayer:...
- Monetary Regimes And Inflation - By Peter Bernholz
Kyle Bass has mentioned this book a couple of times. Based on Bill Gross’ recommendationto position your portfolios for eventual inflation, it seemed like a fitting post. A link to the PDF is below, or you can purchase the book HERE. Link to: Monetary...
- Leucadia National Annual Meeting Notes 2012
From The Brooklyn Investor blog (found via the Corner of Berkshire & Fairfax). LUK is an Inflation Play In answering the above question about the future of LUK, Steinberg said that they started first and foremost as opportunists. He...
- Inflation May Be Coming. Time To Look For A Hedge. - By Whitney Tilson And John Heins
Because inflation hasn't afflicted America in some 30 years, it's worth reviewing what rising prices might mean for stock investors. In a 1977 article on the subject in Fortune, Warren Buffett went to great lengths to disabuse shareholders of...
- Why Buffett Is Betting On The Railroads
A great find by Shai at the Reflections blog. There are some interesting thoughts in the article on Burlington’s moat and the long-term nature of its cap-ex – which may help to explain Mr. Buffett’s purchase in light of his more recent comments...