Archives
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pictures with warren
Mar 3, 2010
Our images of great investors and business managers can impede our ability to objectively see whether they have a plan for the future that makes sense.
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structured myopia
Feb 25, 2010
The structuring of investment organizations often is done along lines that ignore the way that information flows through the markets.
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best in show
Feb 19, 2010
Investors are continually searching for investments and investment managers that will stand above all others. We can learn something about how to do that by watching other competitions.
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unpegged
Feb 10, 2010
In trying to determine what to pay for a stock, investors use all kinds of calculations and metrics. Unfortunately, one of the most common just isn't very good.
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thinking about doing
Feb 4, 2010
You have an investment task, be it a job or a hobby. How much time do you spend contemplating your approach versus executing it? An Olympic lesson for us all.
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stuck in one dimension
Jan 27, 2010
Success breeds success, and it's hard to see how failure could possibly result. Such are the dangers of thinking tomorrow will look like today.
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unbiased industriousness
Jan 21, 2010
In seeking someone to work on your behalf to sort through investment opportunities, the need for a couple of basic qualities stands out.
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the error price
Jan 6, 2010
Analysts are good at providing fanciful targets on stocks they like, but we don't often hear about where the price might go if things don't work out.
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loose ends
Dec 14, 2009
It made all the papers at first, but is quietly fading away now. A huge settlement of conflicts of interest on Wall Street recedes into memory, along with my little part in it.
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of the regulatory pattern
Dec 10, 2009
The Global Research Analyst Settlement was a typical regulatory action in that it was designed to remedy observed problems. Such an approach is necessary but incomplete.
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