Warren Buffet

As I wondered aloud in this comment  and this one I penned some months back, it will be interesting to see how Buffet’s portfolio will fare going forward in what I think will be a deflationary environment for some years to come. In my opinion, Buffet’s portfolio is wholly geared towards inflation so that a hyperinflationary environment, as he predicted last year, should stand him in good stead.

Today, we have this.

http://www.bloomberg.com/apps/news?pid=20601087&sid=a6eVUDYbXX1U&pos=6

” Warren Buffett recorded his worst performance against the stock market in a decade last year after committing $26 billion to a railroad takeover and lowering his expectations for investment returns.”

Nothing concrete yet but good anedoctal evidence for the time being.

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2 Responses to “Warren Buffet”

  1. Warren Buffet… the evidence is solidifying… « Guido's temple of the absurd Says:

    […] https://guidoromero.wordpress.com/2010/01/04/warren-buffet/ […]

  2. Warren Buffet… still doing relatively well… but…. « Guido's temple of the absurd Says:

    […] Buffet… still doing relatively well… but…. By guidoamm Following the handful of previous thoughts I penned on Barkshire Hataway and/or Warren Buffet, today we have […]

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