Climbing the Wall of Worry

Posted on: August 10th, 2010 by David Atwood No Comments

This article was written for clients during the recovery of the great recession in the summer of 2010. Looking into the immediate past to predict the future is rarely a good idea. The article also includes a reference to the disconnect that can exist between economic growth and stock market performance that many people overlook. […]

Executive Compensation

Posted on: June 23rd, 2010 by David Atwood No Comments

Taking money that belongs to others isn’t right; it’s normally considered criminal behavior. When the corporate treasury is being pilfered by executives driven by envy and an over sized ego, we have to have the means to reign them in. Ranting about the actions of others is a great way to create division. I’d rather […]

Berkshire Hathaway Inc. – 2010 AGM

Posted on: February 10th, 2010 by David Atwood No Comments

We are about a month away from the Annual General Meeting of Berkshire Hathaway Inc. Berkshire is the canvas on which Warren Buffett has painted his masterpiece for capitalism and the sanctuary created for a family of about 65,000 happy shareholders. This will be my 12th visit since 1998. What can I say? Warren and […]