Skip navigation.
Home

Iron Capital Quarterly Report

Fourth Quarter 2011 - We’re Making Good Time

When I began research for this article I thought I would talk about how increased regulation has slowed economic growth and created uncertainty, and therefore decreased investment returns while increasing volatility...

Third Quarter 2011 "The Value of Knowing How to Find a Value"

Our philosophy: We believe in owning companies, not trading stocks.

Second Quarter 2011 - Inflation

The moral of this story is that it just isn’t as easy to inflate things today as it was in the ’70s.

First Quarter 2011 - There is no ‘Alternative'

Don't Follow the Crowd

Fourth Quarter 2010 - Indexing is Evil!

Index funds have costs, and those costs are higher than most people realize.

Third Quarter 2010 - A Taxing Debate!

Should we raise taxes?

Second Quarter 2010 - Ignorance Is Bliss. Or Is It?

There has been a great deal of volatility in the market over the last quarter, and I believe much of it is driven by pure ignorance.

First Quarter 2010 - Details Matter

Details do matter and cannot be ignored, particularly when they challenge one’s view of the world.

Fourth Quarter 2009 - JOBS

JOBS: There is a legend of an economist who travels to a developing country to help the native people build a dam...

Third Quarter 2009 - My Turn

One Year After the Meltdown of 2008

Syndicate content
Facebook Profile