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Berkshire Hathaway's Annual Letter to Shareholders

By Dylan Schleicher, published March 22, 2005, at 10:00 PM in News & Opinion

Every year Warren Buffet writes the Annual Letter to Shareholders for Berkshire Hathaway. I think they are required reading for any business person. This is the rare chance to read what the Oracle of Omaha has to say on the year past.

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Quote - The Fundamentals

By Dylan Schleicher, published December 6, 2004, at 2:25 PM in News & Opinion

Every individual. . .

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You Too Can Learn the Insurance Industry

By Dylan Schleicher, published November 15, 2004, at 10:02 PM in News & Opinion

This is not an infomercial. There was an article in the Wall Street Journal [sub. needed] a few weeks ago about the staff that works for NY Attorney General Eliot Spitzer.

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Why Not?

By Dylan Schleicher, published August 23, 2004, at 1:53 PM in News & Opinion

On Friday, Ian Ayres and Barry Nalebuff, authors of Why Not? : How to Use Everyday Ingenuity to Solve Problems Big and Small, had an op-ed piece in the Wall Street Journal. Their essay was called "Going, Going, Google" and they discuss some things Google did right and some things they could have done better in their IPO auction [sub.

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More Fortune

By Dylan Schleicher, published July 29, 2004, at 5:12 PM in News & Opinion

There are a couple other things in the July 24th issue of Fortune. A Term At The Fed by Laurence Meyer is reviewed by Nomi Prins. There is a new book out called "Golf Through the Ages" that claims France is the birthplace of golf, not Scotland.

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More about Business Cycles

By Dylan Schleicher, published July 29, 2004, at 2:36 PM in News & Opinion

Our recent guest Lakshman Achuthan and his partner Anirvan Banerji are featured in the July 26th issue of Fortune. The article talks about: Their work at the Economic Cycle Research Institute (their clients range from DuPont to the CIA) Their book Beating the Business Cycle (the 20,000 copy first printing sold out) And their current forecast ("The weekly leading index points to a slowdown in the U. S.

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Fractal Finance

By Dylan Schleicher, published July 28, 2004, at 1:10 PM in News & Opinion

Yesterday, The Wall Street Journal ran an excerpt [sub. needed] from The (Mis)Behavior of Markets: A Fractal View of Risk, Ruin, and Reward by Benoit Mandelbrot and Richard Hudson (Basic Books). Here is an excerpt from the excerpt: To [Richard Olsen], a financial transaction is like a small explosion.

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Beating the Business Cycle - Thanks!

By Dylan Schleicher, published July 16, 2004, at 5:10 PM in News & Opinion

I have to run. I will be back after the interview (CNBC 2PM EST) and we talk about the business cycles if you like. Leave a comment and I will be happy to respond.

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Beating the Business Cycle - An Excerpt

By Dylan Schleicher, published July 16, 2004, at 5:06 PM in News & Opinion

If you want to read an excerpt from the book you can do so from our website here. If you purchase Beating the Business Cycle you also receive a three-month subscription to our weekly Recession-Recovery Watch report.

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Beating The Business Cycle - What it means to you

By Dylan Schleicher, published July 16, 2004, at 4:47 PM in News & Opinion

The main message that Im trying to give is that recessions are not simply the result of unforeseeable shocks, but rather part and parcel of free-market economies. Most people do believe that recessions are not forecastable, and therefore they dont even try. I think this is a big mistake.

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Beating the Business Cycle - Our Record

By Dylan Schleicher, published July 16, 2004, at 4:23 PM in News & Opinion

Our record of forecasting cyclical turns is pretty good. But I must say its not because we are particularly smart. Rather, its because we have quite a bit of faith in the fundamental theory behind our leading indexes, and therefore we dont try to second guess them.

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Beating the Business Cycle - Our Method

By Dylan Schleicher, published July 16, 2004, at 4:07 PM in News & Opinion

The Challenge Economic forecasting deserves its bad reputation in predicting recessions and recoveries. As a recent 63-country IMF study concluded, "The record of failure to predict recessions is virtually unblemished. " The reason for this failure is simple.