I’m delayed at ORD for a night flight back to New York. This required me to break a 20 year streak of not eating McDonald’s. Had a cheeseburger and it was…actually pretty good. Better than expected.
Anyway, three big reads I didn’t want you to miss…
The first – Yahoo Finance chief Andy Serwer managed to snag an interview with Warren Buffett and his two young stockpicking lieutenants ahead of the annual Berkshire shareholders meeting. You can read it here:
Ben Carlson put up a post last night on how we use tactical asset management and he said it’s the biggest reaction he’s ever seen. The emails started coming in and they haven’t stopped. Mostly, the feedback has been positive:
Finally, this column perfectly exemplifies why Jason Zweig is the best. The stuff we believe or try to avoid thinking about is hilarious:
Sorry for light posting this week, we’ve been insanely busy while visiting clients and friends around Chicago. I’ll have some thoughts / pics from the trip up on the site tomorrow.