THINKING OUT LOUD

February 2019

My take on the Brexit

Originally written on June 28, 2016

Below is a copy of a note I sent to our clients a couple days following the recent Brexit vote. Incidentally, the world's major indices have risen between 7% & 13% since that vote, 6 weeks ago....

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Warren Buffett's 2015 Shareholder Letter

This link will take you through an annotated version of a letter which is worthwhile reading....

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The world's biggest investor tells CEO's to articulate their future plans and quit the short-termism.

Larry Fink, the chief executive at BlackRock, the world's biggest investor with $4.6 trillion, just sent a letter to the chief executives of S&P 500 companies and selected European corporations....

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