On Great Fund Managers
Why would Warren Buffett invest so much in stock purchase this year? $brkb
So today we got this article on Berkshire Hathaway Inc, Warren Buffett’s main company investing $24 billion in third quarter. Warren Buffett buying shares when stock market is down is not new information. But it’s the magnitude of it that is surprising. The S&P 500 was not down a lot. certainly not down the 50% [...]
Marc Faber: The US Dollar will do well
As the world gets more muddle with more problems, it will bode well for the US dollar. I am surprise to hear him say that.
Jeremy Grantham: Market Valuations are better now. Buy High Quality Blue Chips
Drizzt: Jeremy Grantham is someone I really like to read up on, simply because he managed to forecast the long term returns of 10 asset classes and got them correct. I think that is no mean feat, people always forecast and in the end it is pretty far off. This goes to show his valuation [...]
Marc Faber don’t think stocks will go very low
Ever the contrarian, Marc Faber speaks sense here and I do agree with him value wise. Stocks are not really that expensive and the alternatives are earning next to nothing that we should be in something that yields much more.
Jeremy Grantham bullish on franchise companies and emerging markets in muddle through economy
At Investment Moats, I have written about Jeremy Grantham’s views in the past because he comes from a macroeconomic point of view. Much macroeconomic analyst focus on economics but do not tied closely to asset class selection well. Jeremy Grantham is one who does it well. You can check out his past views on the [...]
