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« Reacting to Events Follow-up: A Lesson from the Master | Main | Musings on Buffett, Mortgage Insurance, and the TAF »

December 30, 2007



Thanks, Tim. It appears that we will have some more opportunities this week. We'll keep trying to spot the best chances.


First of all, a happy new year to you and your staff and thanks for the excellent insight and analysis on this blog. Those that read you can learn a lot about how markets really work.

For me, 2007 will go down as the year of the fear-monger. I am really getting tired of those forecasting the future based on the present. How much does the present look like the past? This country is/was built on innovation in the face of adversity. The current stressing of bad news in the financial media should prove to be very profitable to those of us looking for good companies to invest in.

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