His August 2017 Commentary focuses on two key issues, productivity and liquidity. I’ve always thought that following capital flow is just as important if not more so than good old fashion company analysis because the majority of one’s returns are determined by the asset class/market/sector etc that one’s investment holding is in. Here’s my favourite […]
Read More →Byron Wien – Latest Commentary – The bond market message You don’t have to agree with someone to enjoy their writing and thought process and this has always been the case for me with Bryon Wein, here’s a snippet and a link to the full commentary Why have interest rates declined when debt has increased […]
Read More →I’ve always enjoyed reading Byron Wien’s “The Smartest Man in Europe” papers and now it shall come to an end as the previously anonymous gentleman, Edgar de Picciotto, has passed away. Here’s a snippet and link to the article, definitely worth the read. Over the years I learned that he didn’t think like other investors, […]
Read More →Just after I posted last week’s discussion w/ the smartest men in Thailand piece I was sent the last column by Byron Wien’s w/ his discussion with the smartest man in Europe, here’s a snippet below and a link to the rest, as usual its a must read. For the past fifteen years I have […]
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