Markets

Warren Buffett Taught Me A Valuable Lesson At This Year’s Shareholder Meeting

[credit provider=”contrarianedge.com” url=”http://contrarianedge.com/2012/05/15/seek-out-people-who-disagree-with-you-the-budget-deficit-is-a-stimulus-china-post-bubble-japan/”] I am back from Buffett’s Omaha.  Every year I come back feeling supercharged for the year ahead.  This year was no different.  From morning till night I had the pleasure of sharing and debating ideas with investors from all over the world.  Though I did not plan […]
Warren Buffett Taught Me A Valuable Lesson At This Year’s Shareholder Meeting
Markets

The Real Chinese Black Swan

Party rulers in China are trapped in a position that chess players deeply fear — zugzwang — where any move made puts you at disadvantage. In China, the potential cost of both action and inaction is economic collapse.
The Real Chinese Black Swan
News

Washington Wizards Benefit From Contrarian Thinking During LeBron Sweepstakes

[credit provider=”Washington Post” url=”http://www.washingtonpost.com/wp-dyn/content/gallery/2010/06/25/GA2010062500023.html?sid=ST2010062600054″] While a dozen teams were manoeuvring to free the cap space needed to sign LeBron James or one of the other marquee free agents this summer, the Wizards went the opposite direction.Aware that they had little chance of signing James, they took advantage of other teams’ […]
Washington Wizards Benefit From Contrarian Thinking During LeBron Sweepstakes
News

These Are The Books You Must Read Before 2011

Updated for 2010 and in time for the holidays, here is the latest instalment of my recommended books. I originally wrote this list in 2008 and again last year. I intend to keep adding to and revising it every year.  It contains seven sections: Selling, Think Like an Investor, behavioural […]
These Are The Books You Must Read Before 2011