Saturday, June 24, 2023

Charlie Munger’s Advice On Life And Investing From 2011



Charlie Munger's Advice On Life And Investing From 2011
Between 1984 and 2011, Charlie Munger, the vice-chairman of Berkshire Hathaway and Warren Buffett's business partner, served as CEO and Chairman of Wesco Financial, and the company's AGMs became one of the must-attend events on the calendar for value investors. Munger ran Wesco as a mini Berkshire, although it did have a different strategic focus […]
Odey Asset Management Recoils From Accusations Against Founder
Crispin OdeyWhen Crispin Odey walked free from court in 2021 after successfully defending himself against a sexual assault claim made by a female banker, the British hedge fund manager would have been hoping to draw a line under the case, which drew unwanted criticism to both him and his company, Odey Asset Management. A year before […]
Oaktree's Howard Marks On Why He Doesn't Use Macro Forecasts To Make Investment Decisions
Howard MarksAt the Ben Graham Centre's 2023 Value Investing Conference hosted by the Ivey Business School in April, Oaktree Capital co-founder and co-chairman Howard Marks was one of the keynote speakers. Of course, Marks is quite well-known for the memos he's been writing to Oaktree clients for more than 30 years and his books, The Most […]
Copper Company Reaches Agreement To Expand Copper-Gold Project

Investors - this copper company recently reached an agreement to expand its copper-gold project. Copper is the third most-consumed industrial metal in the world and massive infrastructure spending is expected to drive the price of copper to new all-time highs. This company has solid market fundamentals and a proven track record.

Click to read more and ADD THIS COMPANY TO YOUR WATCHLIST!
Q1 2017 Absolute Return Letter – A Note on Inflation: Is It Here or Isn't It?
"There are two main drivers of asset class returns – growth and inflation." Ray Dalio Some jerk (meant in the friendliest possible way) asked me a while ago: "Why do economists provide estimates of inflation to the nearest tenth of a percent?". I thought for a second, but before I got a chance to answer […]
Adage Capital's Atchinson And Gross Trusted Fewer Fund Managers This Year [EXCLUSIVE]
InvestmentAdage Capital founders Robert Atchinson and Phillip Gross contribute large amounts of capital and assets to charity through their foundations, which, in turn, invest in various funds. Thus, we can get an idea of which fund managers they trust the most by reviewing the annual filings of their respective foundations. Unfortunately, both Adage Capital founders […]
"Persistent Price Reversals" Hurt This Macro Fund In May [Exclusive]
The Mission Crest Macro fund declined -0.6% in the month of May compared to a return of 0.89% for the HFRX Macro CTA Index benchmark. According to a copy of the fund's May investor update, which ValueWalk has been able to review, the Mission Crest fund is down -5.4% year-to-date, compared to a decline of […]

A Time To Consider Locking In Yields?
For weekend reading, Bryan Perry, Senior Director with Navellier Private Client Group, offers the following commentary: A few indicators are taking shape within financial markets that indicate it may be time to…
Locating Titan Should Have Been Quicker And Less Expensive
Locating Titan Should Have Been Quicker and Less Expensive; Why Were There No EPIRBs and/or Pingers on This Submersible? WASHINGTON, D.C. (June 23, 2023) - Many ships and airplanes reportedly were…
One Surefire Way To Benefit From Every Stock Market Bull Run
After about ten months of decline following Russia's invasion of Ukraine and growing fears of a US recession, a 2023 rally has helped stocks recover some ground. The S&P 500…
Eurozone Economy Contracts While U.S. Outspaces The World
In his podcast addressing the markets today, Louis Navellier offered the following commentary. Eurozone's Economic Contraction It appears that the eurozone may not be able to pull out of its…
3 Top Dividend Aristocrats Now
Dividend Aristocrats are stocks in the S&P 500 Index that have grown their dividends for at least 25 consecutive years. Most of these companies have achieved such long dividend growth…
Failing S&P 500 Rotations
 Yet another S&P 500 intraday reversal higher that fizzled out, in premarket already – but weak ISM would rescue the buyers for a while again. Triggering bets on the Fed…
Amazon's AWS Unveils Generative AI Innovation Center
Amazon Web Services (AWS), an Amazon.com-owned cloud business, announced on Thursday it will invest $100 million in a new program to connect its machine learning (ML) and artificial intelligence (AI)…
$500 New Mexico Tax Rebate Checks: Why Some May Not Get It
New Mexico has started distributing the $500 rebates to eligible taxpayers. However, some taxpayers living in the state may not get the $500 New Mexico tax rebate checks, while some…

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