The Investments Blog

Applying Newton's Fourth Law

Thursday, March 8, 2012

All or Nothing Days Revisited

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Last year, we saw a whole bunch of what Bespoke Investment Group calls 'all or nothing days'.* So how many have there been in 2012...
Wednesday, March 7, 2012

Buffett: Three Chapters Investors Should Read - Part II

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Below are some excerpts from The General Theory of Employment, Interest, and Money  by John Maynard Keynes. This is a follow up to yesterd...
Tuesday, March 6, 2012

Buffett: Three Chapters Investors Should Read

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Over the years, Warren Buffett has been pretty clear that he thinks there are three chapters investors should read and understand. Those t...
Monday, March 5, 2012

Wells Fargo Plans Global Expansion

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Unlike some of the other large U.S. banks, Wells Fargo ( WFC ) doesn't have much of an international presence. Only 2% of the Wells Fa...
Friday, March 2, 2012

Buffett on BNSF

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From Warren Buffett's latest Berkshire Hathaway ( BRKa )  shareholder letter : Measured by ton-miles, rail moves 42% of America’s inte...
Thursday, March 1, 2012

Six Stock Portfolio Performance

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It has now been a little less than three years since I first mentioned the  Six Stock Portfolio . At that time, I considered those stocks a...
Wednesday, February 29, 2012

Jeremy Grantham's 4Q 2011 Letter

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From the latest quarterly letter  by Jeremy Grantham: Grantham's 4Q 2011 Letter "To be at all effective investing as an individ...
Monday, February 27, 2012

Why Buffett Wants IBM's Shares "To Languish"

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In this previous post  back in 2009 and later in some others , I've covered why it makes little sense for a long-term investor to hope ...
Friday, February 24, 2012

Buffett on Stock Valuations

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On quite a few occasions in recent years, Warren Buffett has made it clear that he is having no trouble finding attractively priced stocks. ...
Thursday, February 23, 2012

SEC May Ticket High Speed Traders

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Apparently, the Securities and Exchange Commission (SEC) may start charging fees to curb high frequency trading. In this Wall Street Journal...
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