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Posts Tagged ‘Austrian School of Economics’

Zero Hedge says market now just 15% above 666 lows, 22% off 2010 highs, when priced in gold

Posted in About, Austrian Economics, tagged , on July 1, 2010 | 4 Comments »

I love a stock-index-to-gold ratio (see my earlier Chart of the DJIA priced in gold). Zero Hedge has calculated the performance of the S&P500 in gold over the last 18 months. It’s scary stuff. Here, in his inimitable style, is Tyler: It may come as a surprise to some that when the market’s performance is [...]

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Miguel Barbosa interviews Joe Calandro, Jr. author of Applied Value Investing

Posted in About, Austrian Economics, Net Current Asset Value, Stocks, Value Investment, tagged , , on December 9, 2009 | Leave a Comment »

The wonderful Miguel Barbosa of Simoleon Sense has interviewed Joe Calandro, Jr., author of Applied Value Investing. The interview is first class. Joe Calandro, Jr. is an interesting guy. Deep value? Check. Activist investing? He’s for it. Austrian School of Economics? Check. I think I just wet myself. Here’s Joe’s take on value: Q. Can [...]

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Chart of the DJIA priced in gold: Buffett and gold redux

Posted in About, Austrian Economics, Stocks, tagged , , on November 18, 2009 | 3 Comments »

One of my favorite macro indicators is the long-term Dow:gold ratio. Rolph Winkler of Reuters blog Contingent Capital did the heavy lifting last week to produce a chart of the Dow Jones Industrial Average priced in gold per ounce since 1900: The Dow:gold ratio is not everyone’s cup of tea. Paul Kedorosky likens it to [...]

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Buffett on gold

Posted in About, Austrian Economics, tagged , , on November 10, 2009 | 20 Comments »

Warren Buffett’s position on gold is well known, if a little difficult to fathom. This is from Buffett’s appearance on CNBC’s Squawk Box on March 9, 2009, but could have been taken from any of his commentary over the last fifty years: BECKY: OK. I want to get to a question that came from an [...]

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John Paulson and The Greatest Trade Ever

Posted in About, Austrian Economics, tagged , on November 2, 2009 | 6 Comments »

The WSJ has an article Profiting from the crash excerpting parts of the Gregory Zuckerman book The Greatest Trade Ever about John Paulson’s infamous bet against the housing market: By early 2006 the 49-year-old Mr. Paulson had reached his twilight years in accelerated Wall Street-career time. He had been eclipsed by a group of investors [...]

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The Austrians were right

Posted in About, Greenbackd, Stocks, tagged , on October 19, 2009 | 13 Comments »

You may be familiar with the “Peter Schiff was right” Internet meme that’s been doing the rounds for a year or so. If you are not, the meme is a montage of Peter’s appearances on various business television shows between 2006 and 2007. In each clip he is alone in arguing that the US stands [...]

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Grahamites, meet Ludwig von Mises

Posted in About, Greenbackd, Stocks, Value Investment, tagged , on October 2, 2009 | 4 Comments »

Dr. Chris Leithner has prepared a paper for the von Mises Institute, Ludwig von Mises, Meet Benjamin Graham: Value Investing from an Austrian Point of View, in which he argues that Grahamite value investors and economists from the Austrian School hold “compatible views about a range of fundamental economic and financial phenomena” and Austrian economics [...]

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