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Showing posts with label Peter Bernstein. Show all posts
Showing posts with label Peter Bernstein. Show all posts

Wednesday, March 21, 2012

The late, great Peter Bernstein and Charles Ellis on Consuelo Mack Wealthtrack

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Labels: Charles Ellis, Consuelo Mack, Peter Bernstein
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Blog Archive

  • ▼  2012 (1238)
    • ▼  December (106)
      • Kyle Bass: 5 Reasons Why The Japanese Bond Market ...
      • Felix Baumgartner's incredible space jump
      • Stein: Static Rates Would Be `Highly Unusual'
      • Streible: Silver is #1 Commodity Pick of 2013
      • Morganlander: Global Growth Dead in the Water
      • Barron's: Europe Stocks on Sale
      • Jason Trennert's 'Nifty Fifty'
      • James Montier at the European Investing Summit
      • Michael Mauboussin on luck vs. skill
      • Howard Marks on Value Investing,
      • Jim Grant: Honey, I Shrunk the Yield Curve!!
      • Jim Rickards: Fed is Racing to Create Inflation
      • Ryan Morris: 28-Year-Old Activist Investor
      • Howard Davidowitz on Holiday Sales, Economy
      • Leon Cooperman on CNBC
      • Kyle Bass speech at AmeriCatalyst
      • 50 minutes of Marc Faber. Better than porn??
      • Mebane Faber: US Equities Not That Interesting
      • JCPenney Stock 'a Disaster'
      • Nate Silver on US Gun Control Laws, Statistics
      • Saxo Bank's `10 Outrageous Predictions' for 2013
      • Gary Shilling on Treasuries, U.S. Economy, Budget
      • Whalen: Banks Are Becoming Dividend Plays
      • Jack Schwager interview with Opalesque
      • Bill Ackman tears into Herbalife
      • Ray Dalio at the DealBook conference
      • Top Tech Picks For 2013
      • Alexandra Lebenthal on Muni Bonds
      • JPMorgan's 2013 Equity Outlook
      • A Sweet Spot For Indian Rupee in 2013
      • Jason Trennert on CNBC
      • Minerd: Only Policy That Matters Is Monetary Policy
      • Fisher on Fed's 'Hotel California' Fiscal Policy
      • John McAfee: 'I Will Not Be Charged With This'
      • Fed's Fisher: 'There's a Lot of Verbiage Here'
      • Dick Bove's 2013 Bank Plays
      • Mauldin on U.S. Economy, Fiscal Policy
      • Roubini Says Fed Inflation Targeting Out the Window
      • Barry Ritholtz: Fiscal Accord Possible in Jan
      • Scott Minerd: Fed Policy Will Drive Stocks Higher
      • Eurasia's Bremmer on Abe Win, Bank of Japan Outlook
      • David Tepper: Fed Betting 6% Unemployment Inflatio...
      • David Tepper: Not Much Downside in Markets
      • David Tepper: 'Pretty Good Economy, Right Now'
      • 1500!
      • Michael Mauboussin on Consuelo Mack WealthTrack
      • Goldman Analyst: Fixed-Income Not a Bubble
      • AQR's Asness on Investment Strategy
      • Morningstar: Fund Favorites and Follies Over 20 Years
      • Interview with Erwin Brunner (BrunnerInvest)
      • Interview with Jean-Marie Eveillard
      • Mohnish Pabrai and Guy Spier interview
      • Alan "Ace" Greenberg on Bloomberg
      • John Bailey (Spruce) on Investment Strategy
      • Andrew Redleaf (Whitebox) Sees Opportunities in Eq...
      • Bruce Greenwald Interview
      • Kevin Phillips Discusses Money, Debt & Trade in th...
      • Irving Kahn: A "Super Ager"
      • Chris Whalen on the Fiscal Cliff
      • More on Special Dividends
      • Hans Humes on Greece's bond buyback program.
      • Kevin Gaynor is Bullish on China for Next 6 Months
      • Mark Travis (Intrepid Capital) on small caps he likes
      • Carson Block: Olam's Debt Offering a Victory for M...
      • Steen Jakobsen (Saxo): Cautious On 2013
      • Ashok Amritraj on the International Film Market
      • Fortune Magazine's Best Stocks for 2013
      • Pimco's Kashkari Betting On This 'Cliff' Stock
      • Lakshman Achuthan: US has been in recession since ...
      • Jan Hatzius: Goldman's 2013 Outlook
      • Mexico Is Taking Off
      • Todd Buchholz (Tiger): Market `Complacent' on Fisc...
      • Examining the Russian Real Estate Market
      • Egypt Seen as `Fantastic' Investment Opportunity
      • Knighthead Capital's Wagner on Distressed Opportun...
      • GoldenTree Co-Founder Wagner on Investment Strategy
      • Pine Capital's Kuhn on Fiscal Cliff, Strategy
      • Michael Woodford (Olympus) on his book, HP
      • Bruce Richards (Marathon Asset): Fiscal Deal Close
      • Neil Chriss (Hutchin Hill) on Bloomberg
      • FX Concepts' Taylor Likes Dollar, `Hates' Euro
      • CLSA Analyst Michael Mayo on Citigroup Job Cuts
      • Nassim Taleb interview on PBS
      • Chanos: Short Sellers Are Financial Detectives
      • Marc Lasry Keeping Cash to Trade on Fiscal Cliff
      • Geoff Oltmans: Hedge Funds to Outperform
      • Tom Hill (Blackstone): Hedge Fund Market to Hit $5...
      • Dwight Anderson (Ospraie) On Commodities
      • John Bader (Halcyon): Likes ING, Nervous on Europe...
      • Renee Haugerud (Galtere): Commodities Super Cycle ...
      • Bubbles Greenspan: There will be pain
      • Sam Zell on Archstone, US Outlook
      • Richard Clarida (Pimco): Fed Balance Sheet To Keep...
      • Wilbur Ross: Q1 Growth `In Jeopardy'
      • Aswath Damodaran discusses Facebook on CNBC
      • Bill Nygren interview with Morningstar
      • Bill Ackman: Everything You Need to Know About Fin...
      • Robert Kraft reflects on the Patriots rise and why...
      • Sovereign debt 401 with Lee C. Buchheit
      • Quantitative easing a time bomb: Stephen Roach
      • Break up the big banks: Dr. Doom
      • Carson Block looks inside China's "massive slowdown"
      • Tad Rivelle: Fed feeds credit market hangover
      • Marc Lasry on why the hedge funds abandoned Obama
      • Bond guru Dan Fuss doesn't see bond bubble
      • Hedge fund Omega sees disappointing corporate earn...
    • ►  November (127)
    • ►  October (18)
    • ►  September (103)
    • ►  July (94)
    • ►  June (131)
    • ►  May (133)
    • ►  April (127)
    • ►  March (84)
    • ►  February (156)
    • ►  January (159)
  • ►  2011 (283)
    • ►  December (86)
    • ►  November (52)
    • ►  October (44)
    • ►  September (27)
    • ►  August (11)
    • ►  July (6)
    • ►  June (15)
    • ►  May (8)
    • ►  April (9)
    • ►  March (20)
    • ►  February (4)
    • ►  January (1)
  • ►  2010 (8)
    • ►  November (3)
    • ►  October (1)
    • ►  August (1)
    • ►  April (1)
    • ►  February (2)

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About Me

Ruminations
I'm an investment professional and have spent the bulk of my career in the investment management industry. I am a deep value investor, but I also move in and out of asset classes based on my macro outlook (typically 10-20 trades a year). I don't mind holding a big slug of cash even if it earns nothing in hopes of hitting that fat pitch (as I did in 2009). I've been watching our current economic train wreck with a mixture of fascination and dread. The pain is not over and the worst is still to come. Under a reckless Fed that has callously disregarded its duty to supervise the markets, we are slowly but surely heading towards a day of reckoning where we will see the global currency system realign, interest rates in the United States rise sharply, and our standard of living decline measurably.
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