Ross Perot on Investing

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There are a lot of good lessons that can be pulled from the recently released Steve Jobs biography written by Walter Isaacson.  Among my favorite lessons is actually a quote from Ross Perot, who made an investment in Jobs’ first … Continued

US Population Growth Rate

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Even though it is the most important driver of GDP growth, population changes don’t get much love from financial analysts.  Below is a chart of the growth rate of the US population (y/y) for the last 60 years.  Population growth has … Continued

December 2011 Investment Letter

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Below is a letter that is written monthly for the benefit of Avondale Asset Management’s clients.  It is reproduced here for informational purposes for the readers of this blog.Dear Investors, If this letter had been written on November 25th, there … Continued

BAC Tangible Common Equity

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A good chart from BAC’s presentation this morning showing the difference in tangible common equity between 3Q08 and 3Q11.  Shows that US banks are highly capitalized if BAC is considered the worst capitalized of any.

Sector Performance YTD

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Less than a month left in 2011, thought it would be a good time to check in on which sectors have performed the best so far.  The list below is sorted by YTD performance. Click to Enlarge As we look … Continued

One Term Presidents

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Currently at intrade.com, the odds of Obama being reelected president are 50.4%–basically a coin flip.  The election is still a year away though and a lot can happen between now and November of 2012.  Historically, the odds of re-election are … Continued

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