Timeless Investor

Release Calander – macro view and company earnings

Posted on January 13, 2012 by Timeless Investor

Now FRED economic data are posed to release soon. In order to keep track of the US macro outlook, we need to have the release calendar handy, Continue reading →

Posted in Equity Analysis, Macroeconomics | 31 Comments

Settlement of BAC litigation?

Posted on January 11, 2012 by Timeless Investor

See the development of foreclosure settlement between BAC and attorney generals, Continue reading →

Posted in Equity Analysis | 4 Comments

Another lesson learned from beginning of this year to today

Posted on January 11, 2012 by Timeless Investor

From beginning of this year to today, most of the stocks in my portfolio rebounded back sharply. However, I sold VOXX and ADGF last year when they dipped and switched them to BAC. Continue reading →

Posted in Lessons Learned | 2 Comments

My Investment Lessons Learned in 2011

Posted on January 8, 2012 by Timeless Investor

My investment portfolio, including 401k, IRAs, Roth IRAs and HSA, dropped ~10% last year. It was pretty bad compared with the returns of SP500. Continue reading →

Posted in Lessons Learned | 3 Comments

Collection of Warren Buffett’s letters

Posted on January 6, 2012 by Timeless Investor

Tons of books have been written about Warren Buffett and his investment strategies, however, none of them is written directly by him. The only documents that written by Buffett are his company’s annual letters. Continue reading →

Posted in Presentations and Notes | 12 Comments

Writeups and video from Michael Burry

Posted on January 5, 2012 by Timeless Investor

Michael Burry is a well-known self-taught value investor who is one of the first investors in the world to recognize and invest in the impending subprime mortgage crisis in US from 2005 to 2009. Continue reading →

Posted in Investment Methodologies, Investment Planning, Presentations and Notes | 35 Comments

Retrospect of US economy in 2011

Posted on January 2, 2012 by Timeless Investor

The Dow Jones index ended the year 2011 with 5.5% up, S&P 500 index completed less than 1% below its 2010 close, and Nasdaq finished with 1.8% depressed. Overall, U.S. equities closed on a very volatile year largely driven by Europe’s sovereign debt crisis. Continue reading →

Posted in Macroeconomics | 3 Comments

Happy New Year!

Posted on January 1, 2012 by Timeless Investor

I just came back home from a two weeks vacation. During these two weeks, we traveled to LA, Las Vagas and Grand Canyon. It was a wonderful and exciting trip. Continue reading →

Posted in Uncategorized | 1 Comment