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Tag Archives: Austrian economic school
Reduced Applied Materials
I keep on fine tuning my portfolio, concentrating on my riskiest positions and cash management. I just sold 3 strike 10 Jan 2014 calls. I had bought them in mid May at 1.92 when the stock was slightly under 11 … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Austrian economic school, Dell, Intel, Philip Carret, United States Gypsum, USG, WDC, Western Digital
2 Comments
Thoughts About Austrian Economists In The Present Context And Investing
This is part of a mail I wrote. I post it in order to keep a log of my current thoughts: Thanks Daniel I will read those articles. What I like about the Austrians is that they consider economy as … Continue reading
ALL IN! – By Robert Rodriguez
This is one of the best market commentaries I’ve read in a while. It comes from one of the few investors I admire and who I would trust my money if I had no idea about investing or was not … Continue reading
Posted in General
Tagged Austrian economic school, Ben Bernanke, Euro, Philip Carret, Robert Rodriguez, US dollar, Warren Buffett
6 Comments
Yet Another Great Parable from Charlie Munger
I just found by chance, via the business reddit, a great parable from Charlie Munger, similar to the one he handed in one of the recent Berkshire’s annual meetings (A Parody Describing The Contributions Of Wantmore, Tweakmore, Totalscum, Countwrong, And … Continue reading
Austrian Economists
This post is dedicated to CVL, my new found brother ! “Fear the boom and bust”. It probably refers to the economical cycles we are so used to and it’s more and more about the boom and bust cycles of … Continue reading
Posted in General
Tagged Austrian economic school, Friedrich A. Hayek, Ludwig Von Mises, Murray N. Rothbard
2 Comments
Politicians and banking excesses can ruin the world
Debt and real state problems are way bigger in the USA than in Europe. I’m surprised some people think they are the same. Europe, specially Germany is doing their homework quite well at this point, due to a fundamental ideological … Continue reading
