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But still, a very nice performance relative to the markets or the average hedge fund there. Continuing to do well. They, of course, are no fans of zero Interest Rate policies, and they talk about that at some length in this letter as they often do. Recall that last quarter they talked about the biggest bond bubble in history may be where we are now. Now theyre saying the macroenvironment that concerns us the most is accelerating inflation, which is interesting because there have been concerns here about the opposite in the market. This may seem like a strange thing to worry about under the cur...

More valuable than credibility. Its awfully hard to come by and easy to lose. But when a ceo has credibility, you know that his or her stock is worth buying as it comes down. Buying into weakness. Given that we got a heck of a lot of dips going on in a market like this one, where the dow sank 29 points today, s p declined 0. 44 . Nasdaq lost 0. 92 , i think its going over who does have credibility and who doesnt. So that you can learn how to tell the difference and do some buying as we are now down eight straight days. Thats the longest losing streak since october of 2008. Thats staggering. Le...

Buying into weakness. Given that we got a heck of a lot of dips going on in a market like this one, where the dow sank 29 points today, s p declined 0. 44 . Nasdaq lost 0. 92 , i think its going over who does have credibility and who doesnt. So that you can learn how to tell the difference and do some buying as we are now down eight straight days. Thats the longest losing streak since october of 2008. Thats staggering. Lets talk with someone whos got credibility in spades, rick clemmer. Hes the ceo of nxp semiconductor. Hes been a transformational executive. Nxp was long viewed as little more ...

Given that we got a heck of a lot of dips going on in a market like this one, where the dow sank 29 points today, s p declined 0. 44 . Nasdaq lost 0. 92 , i think its going over who does have credibility and who doesnt. So that you can learn how to tell the difference and do some buying as we are now down eight straight days. Thats the longest losing streak since october of 2008. Thats staggering. Lets talk with someone whos got credibility in spades, rick clemmer. Hes the ceo of nxp semiconductor. Hes been a transformational executive. Nxp was long viewed as little more than a component suppl...

Hillary clinton will capture the white house tomorrow. It is the best day for stocks in eight months. But the question here is, are investors getting ahead of themselves and should you sell this election rally. Guy, what do you say . Im inclined to say you fade this move because it takes us back to levels in may of 2015. This is a 2130 level. What was support becomes resistance. And does that mean it cant trade another ten handles higher . If she wins, people will say she might not be as friendly towards the market as a mr. Trump, for example. And i think this rally we saw gets faded. And brin...