mark's blog

Charlie Munger is a colorful guy.  Most think of him as Warren Buffett’s sidekick who makes pithy comments during Berkshire Hathaway’s annual meeting.  But Munger brings so much more to the table.  His thoughts are a primary driver for Buffett’s success.

Clearly the market is disconnected from the real economy.  Economic metrics are “going straight South” while the market continues to lift off.