Monday, January 20, 2014
Upstart Managers School Sage of Omaha
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The pupils are beating the master at Warren Buffett-led Berkshire Hathaway Inc. Two investment managers, hired by the 83-year-old bi...
Patients’ Costs Skyrocket; Specialists’ Incomes Soar
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Kim Little had not thought much about the tiny white spot on the side of her cheek until a physician’s assistant at her dermatologist’s of...
David Remnick: On and Off the Road with Barack Obama
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Obama’s Presidency is on the clock. Hard as it has been to pass legislation, the coming year is a marker, the final interval before the fi...
The Profits Bubble
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KEY POINTS 1. Corporate profits are at or near an all-time high relative to both GDP and wages and salaries. 2. Globalization f...
Neil deGrasse Tyson on Science, Religion and the Universe
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Found via The Big Picture . Link
Friday, January 17, 2014
Romick: No Pay for Play in the Market (video)
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Seeing few opportunities that meet their risk-reward criteria, the team at FPA Crescent--winner of Morningstar's 2013 Allocation Fund ...
Stores Confront New World of Reduced Shopper Traffic
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Best Buy Co. on Thursday became the latest retailer to chime in with weak holiday results. Like other chains, the electronics retailer bla...
James Dyson on Charlie Rose
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The Dyson segment starts about 17 minutes in. Link to: James Dyson on Charlie Rose
Thursday, January 16, 2014
Horizon Kinetics: Q4 2013 Commentary
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Thanks to James for passing this along. This is not merely the time for the obligatory year‐end review; it also happens to be the begi...
Howard Marks Memo: Getting Lucky
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Sometimes these memos are inspired by a single event or just one thing I read. This one – like my first memo 24 years ago – grew out of t...
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