What We’re Reading 12-9-11

Bill Miller had a great run. But did his investors?, Allan Sloan, Fortune

The ‘Financial Repression’ Trap, Kevin Warsh, The Wall Street Journal

The Economic and Employment Contributions of Shale Gas in the US, IHS

Tax Rates, Inequality and the 1%, Alan Reynolds, The Wall Street Journal

How to break up a monetary union(PDF), Donovan et. al, UBS Investment Research

Absolute Certainty Is Not Scientific, Daniel B. Botkin, The Wall Street Journal

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The Only Stocks We Buy

You read last week about putting margin of safety to work in your portfolio. I told you about three strategies we use to pick stocks with the margin of safety in mind. The first and most important is … [Read More...]

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Words from the Wise

Richard Russell's timeless Rich Man, Poor Man has been there for me when I needed some perspective. I hope it will do the same for you. RICH MAN, POOR MAN: In the investment world the wealthy … [Read More...]

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The Calm Before the Storm

You don't have to be able to predict the future to be a successful investor. But being armed with battle hardened advice can certainly help you become one. From Richard C. Young's Intelligence … [Read More...]