Margin of Safety » Enterprising Investor http://amarginofsafety.com "...to distill the secret of sound investment into three words..." Fri, 26 Jun 2020 18:44:00 +0000 en hourly 1 http://wordpress.org/?v=3.2 China’s “Investment Bubble” | Enterprising Investor Blog http://amarginofsafety.com/2012/03/03/china%e2%80%99s-%e2%80%9cinvestment-bubble%e2%80%9d-enterprising-investor-blog/?utm_source=rss&utm_medium=rss&utm_campaign=china%25e2%2580%2599s-%25e2%2580%259cinvestment-bubble%25e2%2580%259d-enterprising-investor-blog http://amarginofsafety.com/2012/03/03/china%e2%80%99s-%e2%80%9cinvestment-bubble%e2%80%9d-enterprising-investor-blog/#comments Sat, 03 Mar 2012 19:59:04 +0000 Ray Galkowski, CFA http://amarginofsafety.com/?p=1341 Continue reading →]]> It is likely only a matter of “when” it bursts, not “if.” The attached is an excellent analysis. This is just one of many grey swans on the pond.

Five Perspectives on China’s “Investment Bubble” | Enterprising Investor.

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]]> http://amarginofsafety.com/2012/03/03/china%e2%80%99s-%e2%80%9cinvestment-bubble%e2%80%9d-enterprising-investor-blog/feed/ 0 Avoiding the Siren Song of Emotions | Enterprising Investor Blog http://amarginofsafety.com/2012/02/18/avoiding-the-siren-song-of-emotions-enterprising-investor-blog/?utm_source=rss&utm_medium=rss&utm_campaign=avoiding-the-siren-song-of-emotions-enterprising-investor-blog http://amarginofsafety.com/2012/02/18/avoiding-the-siren-song-of-emotions-enterprising-investor-blog/#comments Sat, 18 Feb 2012 20:23:37 +0000 Ray Galkowski, CFA http://amarginofsafety.com/?p=1308 Continue reading →]]> An excellent short piece on behavioral investing. I would pay particular attention to the boombustology information regarding China and they did not even mention Chinese ghost cities.

Finally, I love that they used a Waterhouse painting (as above) to emphasize these points.

Avoiding the Siren Song of Emotions: Notes from the Wealth Management Conference | Enterprising Investor.

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