Mountain Fist

Why Is Everybody Selling as Buffett Is Loading Up?

I have learned a lot from Warren over the last 25 years, perhaps more than any other source. He is one of my favorite influences, but no one is right all the time. There have been periods in the past where he has performed very poorly. I agree with most of the posters here that if we could these special deals it would be a much more compelling time to buy.

What a lot of people are not getting (fortunately more and more are everyday as evidenced by public reaction to the bailout) is that what we have going on here is something that our elected officials and the fed have created over a very long period of time. It will take a long time to correct as well. This chaos that just really started to gain traction in the last month is just getting started. The bailout and massive printing of money by the Fed is only going to prolong the pain and drag this thing out.

This time Warren's a little early. He may have the money to weather it, but I'd rather buy at 50% less than he bought.

36 Opportunities for the Beginning of the Bull

Bill, I generally enjoy your analysis and articles. I believe in buying when others everybody is selling. I completely disagree that this a time to buy stocks denominated in US dollars. The foreign markets will be buyable long before this country is. We may see another 40-60% drop in valuations in this country before anything resembling a long term bull market happens in this country. This country has to undergo a fundamental change in the way it's people think before the markets will go up meaningfully again. In my opinion, that is years away, not happening now.

Not catching this falling knife, I am out and in cash. There will be other ways to make money, but it won't be by going long stocks denominated in US dollars. I'll look to buy in the next 5 years or so, but we've got a LOT more downside to go.

Electric Cars for 2010: Shift from Foreign Oil to Riding on Local Renewable Energy

I really liked this article. The shift to alternative energies is one of the biggest opportunities in investing available. To think that this won't affect the automotive industries is folly. If you look at the sales figures for automakers, the shift to these vehicles is already occuring with many automakers unable to meet current demand, much less future demand for these types of vehicles.

A type of critical mass is achieved with newer technologies when huge amounts of money/minds get invloved. Solar power generation and electric vehicles have been around for a very long time. However, current world needs have made them very relevant today. Reading on some of the almost weekly technological advances being made in these areas would help some of us to understand better the potential here.

With the advent of things like nanowire, fast charging battery systems, solar panles that produce energy at less than the cost of coal, etc. our world and these industries will change drastically over the next several years. The car I would like to buy has not even left production lines yet, but guess what, it's a hybrid that will get upwards of 300MPG!