inoculatedinvestor's blog

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Like last year, I took on the unenviable task of trying to capture everything that was said at this year's Berkshire Hathaway annual meeting. Over 18,000 words and 24 pages later, I hope my notes provide a fair representation of what Munger and Buffett had to say.

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The following are my exclusive notes from a presentation by Oaktree Capital's Howard Marks. In the presentation, Marks held an extensive discussion of Oaktree's investment strategy and answered questions on his views on gold and fraud in the financial system. Needless to say, there were many nuggets of wisdom for all investors.

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As the prospects for a double dip recession in the US seem to increase by the day, just about every bearish market commentator has his or her reasons why we should beware the triumphant return of the Great Recession. Even though I am not usually one to follow the herd, in this care I figured I might as well join the party and discuss my 5 favorite reasons a double dip may be upon us.

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In times of great uncertainty it is often informative to seek the wisdom of one's elders. This past week at the Wesco Annual Meeting, 86 year old Charlie Munger provided a number of memorable nuggets of insight. The following is the 8500 word transcript.

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Forget TARP, the AIG bailout and FDIC debt guarantees. The real bank bailout lives on courtesy of Helicopter Ben’s zero interest rate policy. Why should you care? Because low rates punish savers in the name of nursing the banks back to health. After all the trouble the banks have caused over the last 2 years this just adds insult to injury.