Berk's Blog - ValueAligned Partners

Value Investing: Back to the Garden

Date21 Jul 2020

In the beginning there was the idea of investment – straightforward, unconstrained investment – whose goal was to maximize long-term after-tax returns…PERIOD It was a...

Investment Management

Date14 Jul 2020

“The investor’s chief problem—even his worst enemy—is likely to be himself.” – Benjamin Graham, father of investment management, Benjamin Graham would have shaken his head in...

Hong Kong Retail Sales Takes a Nose Dive

Date09 Oct 2019

What happens when your stores are blocked with protestors every weekend. Hong Kong retail sales have tanked since protests began. In the months leading up,...

Dumb Money Back to Confident and Fear Missing Out

Date25 Jun 2019

Be careful out there. Risk is rising as the DUMB money is on the loose. Jason Goepfert’s blog, Sentimentrader.com, keeps you up to date on...

Lemmings Take the Plunge Even as Stocks Make New Highs

Date25 Jun 2019

Investors escape from stock funds in favor of bond funds this past spring. “More than $38 billion of investor assets flowed out of equity long-term...

Real Yields versus Yield Curve Slope

Date25 Jun 2019

The investment world is fixated on China trade wars a.k.a. tariffs, rapidly declining interest rates, sky-high stock prices, inverted yield curves, negative interest rates and...

EATING OUT EXCEEDS EATING IN FOR THE THIRD MONTH IN A ROW

Date23 Oct 2018

EATING OUT EXCEEDS EATING IN FOR THE THIRD MONTH IN A ROW Based on today’s Census Bureau report on April retail sales, consumer spending at...

The Latest Giant Sucking Sound – US Stops Subsidizing Global Growth

Date27 Aug 2018

The US stock market outperforms the rest of the world as the US begins removing subsidies. Forever, it seems, our macroeconomists and high-level policy...

Berk’s Blog

Value Investing: Back to the Garden

Investment Management

Hong Kong Retail Sales Takes a Nose Dive

Dumb Money Back to Confident and Fear Missing Out

Lemmings Take the Plunge Even as Stocks Make New Highs

Real Yields versus Yield Curve Slope

EATING OUT EXCEEDS EATING IN FOR THE THIRD MONTH IN A ROW

The Latest Giant Sucking Sound – US Stops Subsidizing Global Growth

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