Mea Culpa


I’ve been meaning to write this for awhile, but I think now is a good time to write this. I have been very wrong the past year. I’ve been wrong on specific stocks and the direction of the market. I’ve lost my investors and others lots of money despite my hard work and research. After […]

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Jim Cramer is full of it


Jim Cramer is a liar, a whore of financial community, and a person who really pretends to tell it like it is, but actually misleads people as much as he can. The reason I write this now is the interview he gives with Time Magazine that says that instead of really being contrite on the […]

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Atlanta as ground zero for Commercial Real Estate


“Separate developers in Buckhead are building four speculative office buildings at the same time with virtually no leasing activity. The 35 recent condominium projects will help give Atlanta a 40-year supply at the current sales pace. A $600 million outdoor shopping mall under way has suspended construction to save money.” Atlanta Commercial Real Estate

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Maximum Pessimism


Sir John Templeton, arguably one of the greatest investors ever, died last year. His value investing philosophy and philanthropic values made a lasting impact on me. For those who don’t know about him, Sir John Templeton basically founded international investing in the U.S. in the 1950s and the 1960s through his Templeton funds, which were […]

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GE as America


I think this blog post by John Hempton at Bronte Capital is probably the best blog post I’ve read all year and a must read analysis of GE. Here is one section that I loved: Speaking as an outsider I have to agree – America at its best is a wonderful place. It is amazingly […]

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