Monthly Archives: October 2008

Source: Portfolio.com

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 →

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 →

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 →

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 →

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 →

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 →

While on a successful, long-term investment journey many time-tested investment principles are learned through experience. Featured here, are some of the best investment minds in the country offering their wisdom and insights on the timeless issues confronting all investors. Click … Continue reading →

Worth of holdings falls by three-fourths; more than stock sale, erosion in value of investments contributes to decline Nesil Staney – Mint Foreign institutional investors, or FIIs, the main drivers of Indian equities, have seen the value of their India … Continue reading →

Parallels are increasingly being drawn between the Great Depression of the 1930s and the current situation. On Black Thursday, 24 October 1929, the Dow Jones index fell by 12.8%, the largest decline ever until the Black Monday crash of October … Continue reading →