--- the subscriber area has no ads and those above are not selected or endorsed by this site ---


bye bye Buffett ?2

10:01 05-May-25


Welcome to another Fed week.  There is no other scheduled economic data of interest this week, beyond the Fed's outlook and messaging.  In the meantime, the financial press can focus on Warren Buffett's retirement.  There are few direct investors that I respect more, but I will be happy to no longer have to disparage pundit musings on "investing like Buffett", since most investors don't have the capital to do that.  Instead those that have time to do so should espouse the strategies Buffett did in his early years, taking a very targeted and valued-oriented approach.  The real reason that Buffett evolved from cigar butt and value investing is that capital efficiency and such targeting aren't possible as capital grows beyond the size of the businesses one is investing in.  This also is why Big Wall St Money trades volatility, and even goes so far as to strategically create it.