One of my investing idols, Howard Marks, regularly mentions something he learned as a college freshman back in 1963: you can’t judge the quality of a decision
The dual battle against the covid-19 virus and resulting financial turmoil continues. As it happens, in my annual State of the Markets presentation this year, I
Warren Buffett’s annual letter to shareholders was released last weekend. For me, it is one of the most refreshing things to read every year. In my opinion, Mr
One of the hardest parts of investing is intelligently evaluating how things are going. This is especially true for publicly traded companies (stocks) or
In mid-February, we hosted our annual “State of the Markets” breakfast. Once again the weather was crummy. In fact, the snow was bad enough that schools closed