David Fleer
Bristlecone Value Partners, LLC
12301 Wilshire Blvd., Suite 320
Los Angeles, CA 90025 USA
Work 1-877-806-4141

Monthly Digest – December 2011

December 16th, 2011

One purpose of this monthly digest is to help clients better navigate the torrent of financial news, data and information thrown at them everyday by the internet, CNBC, radio, etc.

Indeed, the great challenge facing investors today is no longer how to find good information.  Rather, the challenge is to filter out all the noise and put new information into a meaningful broader context.  Not only is there simply too much information to digest, news is also frequently sensationalized and purposefully de-contextualized in order to grab attention. While easier access to investment information is clearly a step forward, we have little doubt it can also contribute to pervasive short-term thinking and exposes investors to behavioral pitfalls.

This month we wanted to highlight an internet site that is a good source of economic news and, just as importantly, puts that information in a helpful longer-term context. We are not economists, and we don’t expect our clients to be, but we thought you might find this site useful in understanding what you hear on the news. The site is called Calculated Risk; take a look at these two posts from this week. Read the rest of this entry »


Large Cap Value Monthly Commentary – November 2011

December 5th, 2011

Is the world financial system on the brink of collapse? This question was recently raised by George Soros, the well-known hedge-fund manager and philanthropist. We don’t know, but there are certainly diverging economic signs in Europe and the U.S. While here at home, the recovery seems to be taking hold and employment numbers are slowly improving, in Europe the situation is deteriorating very fast and is reminiscent of our own banking crisis in 2008. Read the rest of this entry »

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