What We’re Reading 10-7-11

The Fed’s ‘Twist’ Turns into a Problem for Pensions, Insurers and Households​, PIMCO

Policy Uncertainty Is Choking Recovery, Scott Baker, Nicholas Bloom and Steven Davis, Bloomberg

More Parents Finance Their Kids’ Mortgages, Sandra Block, USA Today

Stimulus Has Been a Washington Job Killer, John F. Cogan and John B. Taylor, The Wall Street Journal

Nearly Half of U.S. Lives in Household Receiving Government Benefit, Sara Murray, 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...]