
Over the past few years, I have urged HNW clients to consider alternative investments, including collector automobiles (Most recently, here).
I even mentioned it on Yahoo’s Tech Ticker (whereis that link?) last year, which led to some jeers.
As it turns out, that advice was pretty good. Here’s Bloomberg:
“Collectible cars have outperformed stocks, at least...
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Tags: Investing
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James Montier is a member of GMO’s asset allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. Mr. Montier is the author of several books including Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance; as well as Value Investing:...
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Tags: Investing, Mathematics, Valuation
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Over the past few weeks, I have posted on an eclectic assortment of items. That is keeping with the blog’s sub-title: Macro Perspectives on Capital Markets, Economy, Technology, and Digital Media. A few of you have commented (here and here) or emailed about this recently.
I want to take a few moments to explain the...
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Tags: Apprenticed Investor, Investing, Psychology/Sentiment, Weblogs
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The loneliness of the long-distance contrarian
If you think it’s tricky buying shares everyone else wants to sell, you should try selling one everybody else wants to buy! XP Power (XPP) has done everything right and made the Thrifty 30 money, yet I’ve removed it from the portfolio and added International Greetings, which may just...
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Tags: Companies, Investing, XPP
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In case you missed it, our interview with Felix Zulauf is here
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Tags: Investing, Podcast, Weblogs
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Filed under: Bad News, Economic Data, Videos, RecessionSome economists say inflation is inevitable. Others say we are headed for a deflationary economy. Chances are, we could be headed for deflation first, and inflation later.Gary Shilling, presiden...
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Tags: deflation, Economy, featured, gary shilling, Investing, nikhil hutheesing, stocks
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After a recent media appearance, an emailer asked about our current investment posture.
I prefer to err on the side of full disclosure, although that can make some clients (who pay for our services) less than delighted. The compromise is to discuss the big positions generally, and to get granular about specific names after the...
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Tags: ACI, AMT, BWA, C, CLNE, CVH, HUM, ICE, Investing, ISLN, LUV, PCS, PCX, PWER, RVBD, SFY, tol, uaua
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Welcome to the Big Picture interview. This is the first in a series of interviews with the most insightful and influential money managers, traders, economists and strategists. We will be doing this at least once or twice per month, and already have a stellar line up of guestsin the queue. (We had some technical...
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Tags: Investing, Media, Podcast, UBS
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Oracle or octopus?
Unlike Snowball, the recent biography of Warren Buffett, the even more recent Buffett Beyond Value promises to help us understand and emulate the World’s greatest investor, rather than tell his life story.
It does, to a degree. Author, Prem C Jain, a finance professor, has studied 50 years of annual reports and earlier...
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Tags: Investing, Reading list
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Crisis, what crisis?
One of the prosaic, but educational features of the Barel Karsan blog, is chapter-by-chapter reviews of classic investment books. At the moment it’s reviewing David Dreman’s Contrarian Investment Strategies: The Next Generation.
Dreman’s quantitative approach inspired a generation of stock screeners and, considering how towards the end of his life Benjamin Graham...
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Tags: bp, Companies, Investing, Markets, RDSB
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