Archives by Tag ' hedge '
Mar 16, 2008
Several people have emailed me regarding what to do with their investments. I am not Warren Buffett and I don’t have a crystal ball so what I say here should be checked against other knowledgeable analyses. Keep in mind that most people are full of s–t. Everyone thinks they are a genius in an up […]
Feb 15, 2008
Events today lead me to say that the risk in holding “safe” AAA government or corporate bonds is far higher than they are priced. This does not mean that there will actually be defaults. But my analysis indicates that, at a minimum, several municipalities and corporations will default on their bonds this year and next year. How […]


