‘Too Big to Fail’ Brings Investors Unstuck
07 Apr 2009
I recently read an engrossing instalment of The HCM Market Letter, an American subscription newsletter written by...
READ MORE Portfolio Management Software
02 Apr 2009
There are a plethora of portfolio management tools available to the retail investor. Are they useful and, if so,...
READ MORE Grantham: Cash is Not Good
27 Mar 2009
US publication Outstanding Investor Digest arrived on my desk yesterday. This excellent quote from GMO's Jeremy...
READ MORE ANZ’s Asian Adventure
26 Mar 2009
CEO Mike Smith and the board of ANZ have been completely upfront, even brazen perhaps, with their plans to diversify...
READ MORE Geithner Plan Not So Dumb
24 Mar 2009
Another bailout, another outcry from the ‘let them rot in hell’ brigade. For mine, Tim Geithner’s latest rescue plan...
READ MORE Inflation and CGT: Investors Beware
20 Mar 2009
Everyone knows that inflation is a government-orchestrated swindle that takes purchasing power from savers and...
READ MORE MAp’s Dodgy Accounting
17 Mar 2009
Anyone reading Friday's post about Jim Chanos proving me wrong will have noticed the ensuing debate about the...
READ MORE Chanos was Right. I was Wrong
13 Mar 2009
One sentence in a 2006 review of Macquarie Infrastructure Group earned me a brief period of fame. I wrote of...
READ MORE Is MAp's Sydney Airport Insolvent?
05 Mar 2009
I hope no one sells their MAp shares based on the Sydney Airport analysis in today's Sydney Morning Herald. I'm in...
READ MORE Recession or Depression?
04 Mar 2009
There's an interesting piece in today's Wall Street Journal titled Tomorrow's Recession Recovery Is Today's History...
READ MORE Bear market mauls Buffett too
02 Mar 2009
'Many shall be restored that now are fallen and many
shall fall that now are in honor'
Horace–Ars Poetica
Ben Graham...
READ MORE Dear Shareholder: A letter from Sol Trujillo
27 Feb 2009
Here's what Sol Trujillo might say in his departure address to shareholders – or not. Dear Telstra...
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