November 05, 2008 –
Huh?? That was my first reaction to the Kenyan president's declaration of a national holiday. I understand the national pride in Obama's connection to Kenya via his father, but a national holiday? [more]
April 03, 2008 –
From time to time, seeking some inspiration, I peek at the stock picks of the Top Fools. Usually, I find myself more frustrated than inspired. My frustration stems from the overwhelming quantity of picks and my inability to glean anything other than broad thematic ideas (mining good, investment banking bad...) from them. Most of the Top Fools have way more than 100 active picks; I have never had more than 12 active picks. [more]
March 17, 2008 –
Amidst all of the hand-wringing over 'Are we in a recession?', the issue of inflation seems to have gotten lost. Over the longer term, that seems to me to be the larger threat and the larger opportunity. [more]
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