Warren Buffett’s Latest Wisdom

Posted on Sunday, February 25th, 2018

One of my favorite days of the year is when the annual report of Berkshire Hathaway comes out. It is always on a weekend and we spend a good amount of time pouring over it for wisdom from the Oracle of Omaha – Warren Buffett. Here are our highlights from his latest missive. On the… read more.

Trump Stepping on The Gas

Posted on Sunday, February 18th, 2018

As Warren Buffett famously said, “When the tide goes out you find out who has been swimming naked”. That tide may be rising interest rates. The tide has only begun to recede and yet it appears we may have found some to be swimming naked. In recent weeks we have seen unexpected announcements from the… read more.

It’s Just Math

Posted on Sunday, February 11th, 2018

So much to say and so little space. Let’s jump right in. What Happened? Investors are convinced that Interest rates have begun to move higher and may have broken their 30 year + downtrend. The US 10 year has gone from 2% to 2.85% in just 5 months. The 10 year is in every risk… read more.