I was on the panel at the Value Investing Conference held at the Darden School of Business, University of Virginia.

See the video

Posted by Admin at 04:32 AM | Permalink | Comments ()

I contributed to a paper published by the Centre for Dynamic Macroeconmic Analysis at St. Andrews University, Scotland.
Read Paper

Posted by Admin at 10:30 AM | Permalink | Comments ()

In the midst of this market rout, it may be a good time to take a look at the optimistic perspective.  The writer of the Singularity 2050 blog believes that the world economy will grow at an accelerating rate, and that it is only a matter of time before there are 10,000 billionaires.

Check it out here

Posted by Guy Spier at 10:19 PM | Permalink | Comments ()

You have to marvel at Warren's timing:  He knew that once the valuation on a deal with Goldman would have been completely different after a federal bailout.  So he decided to bet on a bailout before it happened, but not before Paulson had announced that he was going to go for a federal bailout.

If Congress fails to approve the bailout, Mr. Buffett says, all bets
are off. His investment in Goldman will "get killed, and so will all
our other investments."

http://online.wsj.com/article/SB122226055484170915.html?mod=testMod

Now I am hoping, with Warren, that the bailout happens...

Posted by Guy Spier at 09:56 AM | Permalink | Comments ()

Guy Spier talked with Bloomberg's Carol Massar about billionaire investor Warren Buffett's $5 billion investment in Goldman Sachs Group Inc. and the outlook for the banking industry.
Video link

Posted by Admin at 08:57 AM | Permalink | Comments ()