Today I had the opportunity to do the podcast Value After Hours with Tobias Carlisle and Jake Taylor.  We discussed current market valuations, the banking “crisis”, the opportunities we are finding in high-yield bonds, ALLY Financial, etc.  I hope that you enjoy!   Podcast VideoRead More

This weekend, Warren Buffett’s Berkshire Hathaway holds its annual meeting where investors flock to Omaha Nebraska to listen to the valuable insights offered by Buffett and his partner Charlie Munger.  It’s a great time to reflect on why these investors have been so successful and how it can be applied to our own investments.  Today,...Read More

Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and the Consumer  Read More

There was a great article on Bloomberg today discussing the shift towards value investing and the opportunity available that you can find here.  The article might require a subscription so I’ll highlight some of the key points. “After languishing behind growth for most the past decade-plus, value investing has come back with a vengeance.  The S&P...Read More

Today there were headlines that one of the premier growth funds, Tiger Global Management is down 52% this year.  This has been one of the hottest funds of the last decade, buying the flashiest growth stocks with little regard to valuations.  Tiger’s aggressive strategy was richly rewarded over the last few years while value struggled...Read More

It’s that time of the quarter where we see what many of the biggest and most successful investors have been buying.  Needless to say, I was very pleased to see that Warren Buffett and Berkshire Hathaway had bought sizable stakes into both Citigroup and Paramount, and a smaller stake in Ally Financial.  These are three...Read More

The Nasdaq is now officially in a bear market as defined by a 20% decline from the highs, while the S&P 500 and Dow Jones indices are in corrections, with losses greater than 10%.  The Russian invasion of Ukraine and the economic sanctions brought against Russia in response are a major deal for the global...Read More

Today we got the latest update on the Consumer Pricing Index (CPI) and it was a doozy, showing annual inflation of 7.5%.  As you can see on the image above, the Real Fed Funds Rate (Fed Funds Rate Minus CPI) is now a negative 7.4%, which is the lowest since 1974.  This means that money...Read More

Global markets have sold off pretty hard to start the week.  Most of the narrative surrounds the Chinese property market and one of their largest developers, Evergrande.  China’s government is clamping down on leverage and demanding many industries to buy in, literally, to their social objectives via cash “donations”, cheaper housing, etc.  Both the Shanghai...Read More

Wall Street, like many other industries, is designed to sell you what you think you want. It is like a candy store offering you a wide variety of delectable offerings, that while tasty, might not be best for your health.  Good investments don’t need massive promotional campaigns to sell prudent investors.  Usually a paragraph or...Read More