Swimming Naked Warren Buffet famously wrote in his 2001 Chairman’s letter to the Berkshire Hathaway investors that “you only find out who is swimming naked when the tide goes out.” This was right after many investors had gotten greedy and put too much of their portfolio into high flying growth stocks in the late 1990s, […]
Regarding the Equifax Data Breach Equifax has recently reported a data breach that could have affected up to 143 million American consumers. While we do not use Equifax in our business, if you have a credit card, car loan or mortgage you may have still been affected. There is a quick check site set up
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What is (not) up with small cap stocks? We want to make a point, but we should provide a bit of background first… The most common benchmark used to measure the performance of small cap stocks is the Russell 2000 Index. It is comprised of the smallest 2000 stocks of the Russell 3000 index, which
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The Inflation Debation Ok, ‘debation’ is not a real word. It is our attempt to combine ‘debate’ with ‘speculation’. It also rhymes with inflation, and brings into focus the current debate and speculation on inflation. If the internet were to get hold of this word, we would become sick of it very quickly. The Fed’s
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