About Andy Ramer

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So far Andy Ramer has created 9 blog entries.

September 2023

September 2023 To Our Business Partners REVERSION TO THE MEAN? We use this term from time to time to describe how competitive forces in our economy generally push and pull economic activity, i.e. corporate profitability, [...]

2023-09-22T19:05:40+00:00September 22nd, 2023|

August 2023

August 2023 To Our Business Partners RANDOM OBSERVATIONS Concentration. The popular S&P 500 index is a flawed stock market benchmark due to the dominance of only a few mega-sized stocks.  Only 7 companies* now make [...]

2023-08-15T18:48:26+00:00August 15th, 2023|

June 2023

June 2023 To Our Business Partners WHAT YOU SEE IS WHAT YOU GET? Investors have in recent years become enamored with companies reporting earnings that “beat (or miss) the estimates.”  This is a relatively recent [...]

2023-06-15T19:00:23+00:00June 15th, 2023|

May 2023

May 2023 To Our Business Partners COMPARE AND CONTRAST Berkshire Hathaway held its annual shareholders’ meeting recently and the inevitable flood of articles and stories have appeared covering the meeting and the investment record and [...]

2023-05-23T12:06:04+00:00May 23rd, 2023|

April 2023

April 2023 To Our Business Partners THE HIGH COST OF FREE MONEY  To the extent we follow economic trends, we have often been critical of the Federal Reserve Board’s (“The Fed”) monetary policy over the [...]

2023-04-20T18:32:46+00:00April 20th, 2023|

March 2023

March 2023 To Our Business Partners FINANCIAL ENGINEERING Warren Buffett’s (CEO, Berkshire Hathaway Inc.) letter to shareholders was recently released, and one of the things he talked about was the questionable practices involved in public [...]

2023-04-20T18:33:12+00:00March 14th, 2023|

February 2023

February 2023 To Our Business Partners A TALE OF TWO TAILS ... and the dangers of indexing and being tied to a benchmark index.  Most popular stock indexes, such as the S&P 500, are capitalization [...]

2023-02-06T16:04:06+00:00February 6th, 2023|

December 2022

December 2022 To Our Business Partners ARE WE THERE YET? As we write this, the stock market is going through another period of volatilty which has become all-too familiar over the last year or so. [...]

2022-12-28T13:34:38+00:00December 28th, 2022|

November 2022

November 2022 To Our Business Partners SPECULATIVE PAIN In May of last year we wrote about what we saw as the folly of cryptocurrencies.  We had observed at the time that we couldn’t determine that [...]

2022-12-07T16:47:18+00:00December 7th, 2022|
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