Monthly Archives: October 2008

US: How 2008 measures up to 1929?

Source: Portfolio.com

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Buy It Like Buffett

by Doug Kass “I feel like an oversexed guy on a desert island. I can’t find anything to buy.” — Warren Buffet, 1973 “I feel like an oversexed man in a harem. This is the time to start investing.” — … Continue reading

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Why Should Investors Get Acquainted With Bond Yields?

Why are Treasury Yields Bouncing Back? Volatility from the expanding global turmoil has caused yields on Treasury Bills (T-bills) to fluctuate wildly—catering when the credit markets seized up and rising again when the Fed announced it would buy commercial paper. … Continue reading

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You are not as dumb as you think!

by Vitaliy Katsenelson I wrote an article in February 2007 in the Rocky Mountain News called – “You are not as smart as you think” (see second article) that article was written to address overconfidence that we get in bull … Continue reading

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Questions for Value Investors

Here’s a contest for you — since y’all did so badly on the last one — can anybody find me a value investor who isn’t saying that there’s loads of cheap stocks out there and that they’re pretty bullish over … Continue reading

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Where Are We with Market Valuations? What Can We Expect now?

GuruFocus News It is Oct. of 2008, Dow is hovering at around 9,000, about where it was 10 years ago. S&P 500 is about 10% lower. If you have been investing an S&P500 index fund, you are losing money even … Continue reading

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Value Investing – Evaluating Management

by Ye – GuruFocus “Berkshire Hathaway is our largest holding because of Warren Buffett. Leucadia National is a large holding because of Ian Cumming and Joseph Steinberg. We think Eddie Lampert at Sears is a young member of that group.” … Continue reading

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