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Paul Krugman: Rates Likely to Fall Amid Tech's 'Midlife Crisis'

"Investment spending will only remain high if we expect rapid economic growth. And what we know now doesn't support that expectation." ....

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Buffett, Munger on Bitcoin, Inflation, Apple: 12 Meeting Takeaways

Buffett and Munger also called out stock-market gamblers, teased overseas buys, and warned passive investors like BlackRock have grown too powerful. ....

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Howard Marks On Speculative Manias

Howard Marks On Speculative Manias
One of my favorite investing legends is Oaktree Management’s Howard Marks. His investing wisdom and in-depth knowledge of investor psychology and market dynamics are unparalleled. Given the
“speculative mania we continue to watch in the market, I thought a review of some of his previous thoughts is appropriate.
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Over the weekend, I re-read some previous research and ran across an interview between Goldman Sach’s Hugo-Scott Gall and Howard Marks. The talk ranged from investment decisions to behavioral dynamics. While the interview occurred in 2013, it is just as relevant as if he said it yesterday. ....

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