Where Should You Invest Your Money With America in Decline?

I’ve argued this point before, and often investors intuitively get the point better than money managers. For example, the other day I was talking to my cardiologist, and after the examination we were chatting in the hallway and he asked me for a stock tip. I don’t give stock tips, but I did explain what my research had found: that one of the most important things to look at when one is compiling a portfolio is the country in which a company is domiciled. Almost all of the discussion on TV Read more […]

How to Invest Your Money in the Obama Era

It’s 4:30 in the morning, and I’m awake and I’m thinking about my country. Praying even. Out of bed; go downstairs; confirm what I suspected when I went to bed at 9 last night, that Obama and indeed won reelection; check the day’s schedule. The main item today is a mid-afternoon conference call with an investment committee on which I sit. What do I say to my fellow committee members? 5,000 families have entrusted their savings to us, the accumulated results of their lifetime of labors, Read more […]