November 2, 2007 by Joe Ponzio

Sorry all – the Chicago cold kicked my butt for two days. Let’s get back to business. The Federal Reserve cut the federal funds rate by 25 basis points (0.25%) and pumped $41 billion of short-term reserves into the markets – the biggest liquidity infusion since September 11, 2001. One…

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September 24, 2007 by Joe Ponzio

Thanks all for your feedback-both in comments and e-mails. Let’s start from the top: Babui asked for more examples on how price follows value and how buying and holding through drops can still allow you to come out ahead. Today, let’s look at another example: Procter & Gamble.

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August 15, 2007 by Joe Ponzio

Every three months, Buffett and Berkshire have to report their holdings to the SEC. Good news for us because we can see them for free. Click here for the report. Let’s see what Buffett is buying, selling, and arbitraging.

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