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June 2012



Outsize gains

June 26, 2012 – Comments (6) | RELATED TICKERS: CMG , PM , BWLD

I thought I'd look at my top 10 positions in CAPS in terms of score and see if I could identify why these are the top ten, instead of the other 134 active picks.  [more]



Saved by Zero

June 19, 2012 – Comments (8)

In this space in the last couple years I've essayed a few predictions about the Fed Funds rate.  They've all been wrong - I think the most recent prediction was that the Bernank and friends would start increasing the rate by Nov 2011.  So, this post is as near as I come to settling a bet.  I made a bunch of predictions about what the Fed would do.  Got them all wrong.  Hope no one lost money on account of it.  Mea maxima culpa.   [more]



Buffett's latest moves

June 04, 2012 – Comments (0) | RELATED TICKERS: BRK-A

Originally written as a comment to this article:  [more]



How Asset Allocation Protects You From Yourself

June 01, 2012 – Comments (8)

I wrote yesterday about being a long-term investor - having a 10+ year time horizon.  Yet if you look back through your own stock portfolio, how many positions do you have that you owned 5 years ago?  (In my case, the answer is none; I have a few names that I had back then but the shares are not the same lots.  10 years isn't valid in my case because I didn't own any stocks then.)  [more]

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