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contrarian investing
It’s filing season again, that time of year when we get to peek at what big, high-profile investors are buying.  And perhaps no portfolio is waited for in more anticipation that Warren Buffett’s Berkshire Hathaway (NYSE:$BRK-A). Buffett is still bullish these days, even with all the talk of the fiscal cliff.  If we fell over...
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It’s that time of year again, dear reader.  Twice per year, Barron’s does a survey of large professional money managers to get their outlook for the market (see “Reason to Cheer”). I get a lot of value out of reading the survey results, but not necessarily for the reasons you might think.  This is a...
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