From time to time, we publish a brief highlight of a company that we own on behalf of our investors, in order to provide an example of the investment philosophy that we practice and that we try to explain to the world in the pages of this blog. In the past, some of the companies highlighted have included:
EZchip Semiconductor...
Wednesday, August 08, 2012
Who is right, Bill Gross or Jeremy Siegel? Answer: George Gilder
Recently, the venerable bond-house money manager Bill Gross of PIMCO published his August Investment Outlook beginning with the attention-grabbing opening sentence: "The cult of equity is dying."
Headlines
in the financial media immediately began to proclaim that Bill Gross
was ringing the famous "Death of Equities"...
