Monthly Archives: September 2012

It may never be a worse time to be a discerning investor–one that Ben Graham would call an “Intelligent Investor”–thanks in large part to another Ben. One can be diligent, do everything correctly, and make accurate assessments of a company’s … Continue reading →

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If anyone tells you that they can make accurate predictions, hold on to your wallet. One of my firm’s most important practices in investing is to actively ignore most of the noise emanating from strategists and analysts. Most strategists predict the future … Continue reading →

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Canada cuts ties with Iran, closes embassy, orders Iranian diplomats home. It looks like we need to reach a conclusion on the consequences of an Israeli attack sooner than I thought… Continue reading

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Intelligence Committee Chair Describes Explosive Confrontation Between Netanyahu and American Ambassador – The Atlantic. What would happen in western financial markets if Israel bombed Iranian nuclear sites? That is something we should be thinking hard about… Continue reading

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