Tuesday, May 13, 2014

How To Rob A Bank with William Black

As a former bank analyst, I learned quickly that most are given a license to print money (figuratively and literally) and the accounting practices in conjunction with the culture were key to assessing an overall bank.

Bill Ackman's Rules For Investing Like a Maverick

Via Bloomberg


Monday, May 12, 2014

Double, Double and All the Trouble with Inflation

A great read on the in's and out's with the myriad of problems with how inflation is calculated. First lesson, inflation does not necessarily have anything to do with changes in prices. 

Thursday, May 8, 2014

Best Investment Advice (Jim Rogers Edition)- Most of the Time Do Nothing

Good Advice

Friday, April 25, 2014

Whitney Tilson and The Art of Value Investing

A great interview.

Thursday, April 24, 2014

Gold Prices Manipulated For A Decade

Given the industry climate in conjunction with the LIBOR scandal, I would not doubt that there is a price fix. Although, I question the scale, scope, and economic 'affects' of any fix.

Wednesday, April 23, 2014

Watch the $1,278 level on Gold

with Kitco's Peter Hug. My own opinion is that gold is testing the June 20, 2013 price break, which looking at the last year's worth of trading is a critical focal point of traders and investors. But as Hug states in the video below, if gold breaks to the downside, the triple bottom scenario becomes a greater probability.