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1 May 2019
c f ruffer total return
The limited choice from Buffett’s buffet
1 May 2019
“Abraham Lincoln once posed the question: “If you call a dog’s tail a leg, how many legs does it have?” and then answered his own query: “Four, because calling a tail a leg doesn’t make it one.” From Warren Buffett’s 2018 letter to shareholders of Berkshire Hathaway.
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24 April 2019
ruffer llp
The shock wave reaches the shore
24 April 2019
Turns out socialism for the rich doesn’t play well with electorates who have failed to experience any meaningful upswing in their own standard of living for several decades.
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18 April 2019
m&g total return credit investment fund
Behave !
18 April 2019
How unusual it would be if financial regulation had an opposite effect to that originally intended.
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9 April 2019
bill dunn trend following
Be surprised
9 April 2019
Another is that, being an Asia ex Japan index, the MSCI Asia ex Japan index doesn’t contain Japan. This might have made sense when Japan was overvalued in 1989 and heading for a fall. It no longer makes sense when it is arguably the cheapest market in the entire region.
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