investor88

Berkshire's Welcome Downgrade

Empires "wax and wane", the cycle of life goes on. There is no such thing as "preferred holding period is forever".

The Real Reason Behind Berkshire's Exploding CDS Spreads

A good article on brk.a. As Dough Kass says Warren Buffet's style has drifted from straight investments to some exotic stuff.

Berkshire Hathaway: Proof That the CDS Market Is Irrational

CDS markets seems irrational alright but not sure about the wisdom of buying BRK.A if the economy continues to deteriorate.

Berkshire Testing November Lows - Already Down 17% YTD

A black swan scenario can wreak havoc on any strategy including buy and hold forever Buffet style.

Are we in a black swan event? Maybe, Dow 3k-6k a possible zone.

Buffett's S&P 500 Puts: Big Blunder?

Good defense of Buffet. However this is not the only valid investment style.

Smart Money Polo Shirt Indicator: BRK.A Ready to Fall - Are These Guys Serious?

IF sp500 falls 30% from here then it stands to reason that BRK.A would probably follow the downtrend, and vice versa!

Buffett Discusses Buying Back Berkshire Stock [Video]

Buffet should be buying Berkshire stock since it is "low". By all means follow through with Warren's belief that cash is trash.

Let's hope Warren will again be richly rewarded as he has been throughout his working life using the belief cash is trash. However this strategy is not for the average Joe since survival comes first.

Berkshire Hathaway's Stock Slump

Excellent graph. When the market recovers, Berkshire will outshine.

Will Berkshire Lose Its Triple-A?

Good analysis of brk.a

Breaking the Back of Buffett

Good points raised in the article and comments. Take Brk.a as a market barometer and follow it for leads on the overall market.

The Sears Mistake

Lampert learnt one step less than the master Buffett; that is never buy your own share like Buffet never buy Berkshire preferring to hold cash. Interestingly Buffett says "cash is a terrible long term investment" but Berkshire holds ever larger amounts of cold CASH!

Berkshire Valuation Questionable as Business Fails Guidance Tests

Excellent article, the spirit of enquiry is alive and well. Rakesh is not daunted by the investment giant Warren Buffet who in effect says he can do no wrong. Warren may not be wrong, but some probing is in order by people like Rakesh who refuse to take things at face value.

What If Warren Buffett Is Wrong About the Markets?

Yes Warren Buffet can be wrong. Agree with sober conclusion of article that the American dream is probably gone, including easy money from ever rising stocks and assets. For most it will be about survival never mind dreams.

5 Reasons to Ignore Buffett

On balance ignore slogans like "cash is trash" and focus on common sense and survival.

A Bailout for Berkshire?

Excellent article. Now people know that there IS a possible personal motive for Warren Buffet to write the NY article saying "cash is trash, pour into stocks!" Many people are scratching their heads when Warren writes like this because as far as I can make out he has never advertised like this when he moves heavily into shares. Of course Warren may just be expressing his deep beliefs but this insightful article throws some light on other POSSIBLE other motives.