Enterprising Investor Forum

George Soros…

ei-forum — Wed, 11 Nov 2009 13:20:04 +0000

“Economic history is a never-ending series of episodes based on falsehoods and lies, not truths. It represents the path to big money. The object is to recognize the trend whose premise is false, ride that trend, and step off before it is discredited…” > Not really Value Investing but a great quote!

Rogers on Commodities

ei-forum — Mon, 19 Oct 2009 13:03:10 +0000

The Dollar is the new Peso?

ei-forum — Mon, 12 Oct 2009 11:01:41 +0000

The Madness of Crowds…

ei-forum — Fri, 18 Sep 2009 10:32:40 +0000

Ok, markets can remain irrational longer than you can stay solvent and all that stuff… and that’s why we are on the sidelines and haven’t had the energy to look through any stock picks…

As we have repetedly said, at this moment, we feel that the only viable strategy (unless you are actively trading) is to keep on averging into a long-term portfolio (we pefer all etf) and that’s simply it.

We neither support the endless printing of money/mortgaing future generations, nor believe in a jobless and creditless recovery! Reality will have to surface sooner or later…

For some interesting reading, we offer you a strong recommendation for your blogroll:

http://macro-man.blogspot.com/

Historic Analysis: Markets still bullish?

ei-forum — Tue, 01 Sep 2009 09:01:24 +0000

This is a very interesting video (chart analysis) on bear market advances since 1886.

They commentary is not too technical and very easy to follow, showing projections after the 1903, 1907, 1920, 1932, 1938, 1974 and 2002 bear markets.

Click here for the GANN alaysis.

Enjoy!

Whitney: More than 300 Bank Failures

ei-forum — Fri, 21 Aug 2009 18:37:21 +0000

Always worth taking note of Meredith Whitney: watch spending, credit card failures and the fact that it’s still going to take a long time for banks to sort out these issues…

Tumor is still in the system: part 2 of 2

ei-forum — Fri, 14 Aug 2009 06:25:00 +0000

More of the same:

Tumor is still in the system: part 1 of 2

ei-forum — Fri, 14 Aug 2009 06:22:41 +0000

Very interesting session with Nassim Nicholas Taleb & Nouriel Roubini.

Again, markets continue to ignore economic data and the real situation…

Warren Buffett on Teaching Kids Finance

ei-forum — Mon, 27 Jul 2009 14:01:12 +0000

Taleb on Unwinding

ei-forum — Wed, 15 Jul 2009 06:20:46 +0000

Some classic Taleb – he always has very interesting views. Love him or hate him, you can’t argue with a lot of the basic facts he highlights to support his arguments:

Enjoy!