mark's blog

Howard Mark’s recent letter views the market as likely being at a risky stage and assesses this as a time to spend analyzing and understanding all the activity that is occurring (thinking versus doing).  I concur with his current approach.  If the tide goes out as Buffett says, “You can see who i

Anyone who wants to invest needs to first be good at budgeting.  Why?   Because if they can't budget, they'll have nothing left to invest.

While this sounds simple, it is point that many fail to recognize.  Therefore, they can't invest.