Dear Fellow Investor On my screener website I just finished an article that I am sure you will find of value. It's all about how you can use the Piotroski F-Score to improve your investment [...]
Working like a donkey Sorry for not posting for such a long time but I have been working like a donkey on a new project, you can take a look here: www.quant-investing.com On to the [...]
by Tim du Toit Being a successful investor is not hard but it is more difficult than it looks. What makes it more difficult is not acquiring the mental the skills you need, accounting and [...]
This week I ran into a piece written by the outstanding hedge-fund manager Seth Klarman in 1992. It's however so relevant to the current market environment it may as well have been written yesterday. The [...]
The second quarter 2010 letter from Pzena Investment Management tested an interesting idea and came to an surprising conclusion: “Given the enormous market dislocations of the 2007/08 period, many market participants have contemplated ways to [...]
Dear Fellow Investor
If you have been reading my newsletter for a while you may have noticed that I am very fond of articles written by Tim Price Director of Investment at PFP Wealth Management in London.
Past articles I have shared with readers are:
A case for gold
Happy New Fear
Hitting it out of the park
All are definitely worth a few minutes of your time.
What I like about Tim’s writing is that he tells you exactly how he sees it even if it may be to his determent.
This is very rare in today’s investment world where every so called investment expert spins current market developments to exactly fit with the latest product her company has developed.
In the article below Tim writes about a very important lesson a lot of central bankers around the word seem to have forgotten….
all except for one man, Axel Weber, the president of the German Bundesbank (Central Bank). Maybe because Germany suffered extensively when the lesson was forgotten the last time.
The lesson everyone seems to have forgotten is what happens…
Over the last weeks I have given a lot of thoughts to the idea of buying shares in the distressed oil company BP plc, after the stock price has fallen over 40 % since the [...]
As you know I am a big supporter of managing your investments yourself. The most important reason is that only you truly have your own interests at heart. This is unlikely in the money management [...]
I just came across a great essay by David Einhorn (the successful head of Greenlight Capital) in which he outlines his thoughts regarding public debt and inflation. The New York Times op-ed article can be [...]
In spite of the meteoric rise in the gold price and the current world economic instability I do not have any gold in my portfolio. Source: Financial Times 27 May 2010 (COMEX GOLD 1 FUTURES [...]