No, it’s not a new law firm, each of these renowned investors have put out new thoughts/predictions in the past week. The wonderful aspect of markets is that there can be wildly differing viewpoints but that several strategies/approaches can do well. So be prepared to sit down and spend hours on them. Byron Wein – […]
Read More →It’s that time of the year again where forecasters are out in droves with their predictions, I do enjoy Byron Wein’s the most only b/c its typically something different, so here you go and a link to the rest of the article. Byron’s Ten Surprises for 2018 are as follows: China finally decides that a […]
Read More →A wonderful opinion piece/article on Trump, the US government, the issues its facing, the economy. Just wonderful. Here are some snippets and a link to the rest of the paper As I said at the beginning, there are three impediments to the Trump administration making significant economic progress in its first year. The first is […]
Read More →Well its that time of the year where the oracle of Omaha comes out with his annual letter, so here’s the link to it Berkshire Hathaway Annual Letter 2016 Anything interesting in it? I’m still going through it but already on page 4 there are these nuggets of gold Some years, the gains in underlying […]
Read More →Him, H. Marks and B. Gross are some of the few commentaries that I enjoy reading monthly/quarterly. The key message this month is in the first paragraph which is below, enjoy! The first was that the world was condemned to a prolonged period of slow growth unless vigorous fiscal spending took place in the major […]
Read More →And its that time of the year for the top 10 surprises from Byron Wein, while he’s never 100% correct (who is?) it’s always interesting to know the potential “what-ifs”. See below for the all 10 surprises plus a link to the rest of the article. Riding on the coattails of Hillary Clinton, the winner […]
Read More →It is that time of the year where Strategists, Commentators and what not present their ideas for 2015, of them all I do enjoy reading Byron Wein’s, of Blackstone, thoughts for each year. I find his points related to interest rates, Japan and China the most relevant for Thailand this year. 1. The Federal Reserve […]
Read More →It’s monthly/quarterly paper time from all the major asset managers and Byron Wein of Blackstone should be on anyone’s reading list. In his latest “The Smartest Man in Europe” there are several interesting discussion points ranging from a new industrial revolution to Europe’s political weakness to viewpoints on specific emerging countries, all in all a […]
Read More →Byron Wein of Blackstone has just released his latest monthly letter and as usual its good reading, he covers the markets, the US, Japan and China, see below for a snippet and a link to the letter. Everyone had made money in the stock market in 2013, although few had done as well as the […]
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