Tuesday, March 23, 2021


There are some serious problems in the US. In no way is this better demonstrated than by this chart showing life expectancies of all the rich countries:

The US has diverged dramatically from its peers. Why this is not some national emergency that both political parties at all levels are highly focused on solving is a mystery to me. In Tightrope: Americans Reaching for Hope, the authors go into the causes and effects and some possible solutions to America's problems.

Saturday, March 13, 2021

How to Avoid a Climate Disaster

Bill Gates needs no introduction. In his new book, How to Avoid a Climate Disaster: The Solutions We Have and the Breakthroughs We Need, he discusses how we can get from 51 billion tons of carbon emitted down to zero by 2050.

Wednesday, March 10, 2021

A Man Called Ove

A Man Called Ove is an excellent novel about life. I hesitate to give any more info about it, because part of the enjoyment for me was not knowing what was coming next.

Monday, March 8, 2021

MBIA: Terrific Odds For Investors

MBIA Inc (MBI) has historically insured financial payments. This is a really terrible business model that I would normally avoid, but I've invested here specifically because of exceptional circumstances.Read more...

Monday, March 1, 2021

Bye, Orem

I am struggling to find good investment opportunities. As such, my cash levels have been rising, as I have continued to sell companies that have risen to levels that are near my estimates of their fair values. One recent example is Biorem, a stock I discussed as a potential value investment five years ago.