Yes, it’s a tsunami. Tsunami of liquidity. A fiscal tsunami. Both at the same time. People seem baffled at the strength of the stock market; they keep saying the market is ‘divorced from economic reality’ and things like that. Others say this is a big bubble waiting to implode. I don’t mean to argue that…
Tag: markets
Wow!
It’s been quite a few weeks since my last post. I haven’t really changed my thoughts since then, but maybe the economic impact of this will have more than a blip on the long term charts after all. So far, the economy seems to be doing much worse (or will soon) than the stock market….
BRK Corporate Governance, MSFT, Market Volatility etc.
So Buffett finally buys some JPM. He owned a bunch in his PA years ago and said it would be a conflict to own both JPM and WFC within BRK, or some such thing. I guess recent events (WFC scandals) have made him change his mind (as he may be starting to dump WFC). I’ve…
Fairfax India Holdings (FFXDF)
This is one of those things that I looked at before and never posted, so here it is. Actually, I didn’t write much about it, it was just sitting in my queue. I know Munger likes China more than India, but I think India is very interesting. I don’t think I have to say much…