All is not dire in sunny California
Dateline: Menlo Park “The whole tech sector, flush for years with confidence and talk of disruption, suddenly has an air of desperation about it.” Time Magazine, Nov. 12/15 Is that a cliff, just ahead?...
Tagged: goldman sachs
Canada's maturity on display via recent Government appointments
The tradition has been popular for decades in Washington. With much regularity, talented people step away from their successful careers to fill a U.S. government post for a chunk of time. Hank Paulson (ex-Goldman...
Decade of Daddy Mirror Fund Q2 report
Happy fifth anniversary, KO! Our Decade of Daddy Mirror Fund is in good shape as we pass a major milestone. I’m sorry about the reporting delay, but I don’t think the three week lag...
Decade of Daddy Mirror Fund Q4 report
Now that Italy can borrow money below 2% again, for the first time in more than two and a half years, I think we are well positioned to benefit in the Decade of Daddy...
Decade of Daddy Mirror Fund Annual Report #4
Things are so busy at my real job that I’ve not had a moment to update you all on the status of the Decade of Daddy Mirror Fund as at the end of June...
Decade of Daddy Mirror Fund Q1 Report
The tide is rising, and our boats are well positioned to benefit in the Decade of Daddy Mirror Fund. I missed the 20%+ run of the past six months with our idle cash, and...
Clairmail to be Acquired for US$173 million by LSE-listed Monitise Group
This news hit the wire a few hours ago. We are finding some great companies to back across the USA, as this news demonstrates. Clairmail Inc., of San Rafael, CA, will be acquired by...
Decade of Daddy Mirror Fundâ„¢ Q4 Report
Happy Days, indeed. The cash balance continues to grow as our dividends and interest payments pile up, but things are on autopilot otherwise at the Decade of Daddy Mirror Fundâ„¢. I’d almost say that...
Decade of Daddy Mirror Fundâ„¢ Q3 Report
Treading water is about all you could hope to accomplish in the capital markets during the third quarter. Our two Venezuelan bonds have bounced around in recent weeks, and the banks are off badly....
Time to get [really] worried
Dateline: Saint John, NB News report: Berkshire to invest US$5 billion in BofA As always, Warren Buffet has recognized an opening and made the most of it. Buying US$5 billion of Bank of America...
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