Breakfast with Dave  12 Jan 2012, 9:05 am

We hosted Wells Capital’s Jim Paulsen and Gluskin Sheff’s David Rosenberg in Charlotte Tuesday night for CFA North Carolina’s 12th Annual Forecast Dinner.  It was a terrific event and sold out for the second year in a row.  Always good to examine both sides of the same coin and both presentations were well thought out [...]

Happy New Year from Seth Klarman  2 Jan 2012, 11:59 am

I couldn’t think of a better way to kick off the New Year than with another terrific interview from one of the world’s most successful and most disciplined value investors.  The first half of this interview covers some of Seth Klarman’ s philanthropic efforts and values.  The highlights below review the second half of the session, [...]

Aussie Boombustology  19 Dec 2011, 11:37 am

A friend recently introduced me to Vikram Mansharaman, the author of Boombustology: Spotting Financial Bubbles Before They Bust.  The book is based on a seminar – Financial Booms & Busts – taught by Vikram at Yale.  I found the framework which Vikram presents quite familiar as we typically examine economics, psychology and many of the [...]

Notes from Ray  15 Dec 2011, 9:42 am

Ray Dalio, founder of Bridgewater Associates, is perhaps the most indepent macro thinker in the industry. His Principles are among the most unique and well-defined of any business we have come across.  I finally had the opportunity to listen to this interview w Charlie Rose, which is available at the link below.  Here are a [...]