Sunday, May 29, 2011

Pipes and Theories: Keynes v. Hayek Rap Battle, Part II

Pipes and Theories: Keynes v. Hayek Rap Battle, Part II

A great visual demonstration of what is wrong with our centrally-planned economies. The facts speak for themselves, we do not need the fed bailing out the losers...let the losers lose and set the markets free!

Sunday, May 8, 2011

Sell In May And Go Away

We continue to hold approximately 40% of our portfolio in cash, as we feel there are too many near-term risks to justify going all-in, especially in an environment where we do not see great investing opportunities. More details can be found in the May edition of our newsletter.

The Aspiring Analyst