I watched the Grant’s Interest Rate Observer Conference this week via webcast, and it continues to be one of my favorite events — though I’d rather be there in person. These are some of my notes about the presentations I found most interesting… no “quick take” here, sorry, these are mostly notes and my responses. […]
Publishes biweekly, with articles on big picture interest rate and economic matters as well as analysis of individual stock recommendations, both long and short. Tends to contrarian/value focus, with strong stance that market should determine interest rates and money should be backed by gold or hard assets.
In how many areas of life can you be guaranteed to get average results even if your abilities are inferior? That was one of my favorites quotes from the presentation by Ed Wachenheim at the Grant’s Conference: “People with inferior abilities can get average results with an index fund, which is remarkable.” But, of course, […]
I spent a day and a half in Manhattan to attend the conference run by Grant’s Interest Rate Observer and Jim Grant, and I’ll probably write some additional things about my take on the various presenters and the ideas they might inspire as my thoughts percolate… but these are my initial reactions. First, investment conferences […]