LC

I'd go with US exposure. While other countries are improving, the US has (I think) the most "pure" form of capital allocation.

My boy Bernie put out a statement on Trump: Seems about as reasonable as it can get. I wish this guy could have run instead ;D

What's the problem with talking about how a woman is sexy??? Damn Puritans, I swear. Or maybe a discussion of David Faber's impressive jawline is more up your alley? ;D For what it's worth I've got a thing for redheads...Stephanie Ruhle and Julia Boorstin are sultry as hell.

Trump has 4 years to justify himself. I for one, selfishly hope he does. Everyone seems to be jumping off a cliff but what else can one be except hopeful that he will do a good job?

it's easy to be divisive, it's hard to unite people.

I respect that. That's how I felt about Anthony Weiner actually when I first heard of the sexting, but then it just got worse and worse. The flip side is the "explicit" deceiver will continue to make the same mistakes over and over. The "refined" deceiver will at least stop doing so in order to hide their future deceit. To make it more clear: Trump will continue doing the same stupid shit he has done in the past. At least now that the world has shined a light on Hillary's fuck-ups, she'll probably stop doing so. I.e. won't be using a private email server, obviously selling out to foreign interests, etc. She'll still do shady shit, but it will have to be more calculated and therefore she'll have to compromise more.

Hm. I have Geico insurance. Check to see if other providers charge less. I bought a car a few months back, Geico quoted me $75/mo vs. $50/mo from Statefarm.

The biggest thing I've learned from Buffett is not to do ANY business with him.

It's a perception thing. There are long lines, because everyone is voting. The last thing they want is the perception that I went to vote and almost no one was there. Here in Colorado they mail you a ballot weeks beforehand, you fill it out and drop it off. Simple. New York was a joke: dense areas had lines around 2-3 blocks.

And that would be your 8th irrelevant post on the DaVita. If you're not interested in DVA and don't have anything to add why are you on this thread? You may be looking to boost your post count, but the rest of us are actually interested in the subject. Actually I happen to agree with DooDiligence. I think it's perfectly reasonable to expect Buffett to have a view. I think you're being naive if you think Buffett has no input.

I think people are arguing it has NOT been effective, at least over the last 5 years, including some memorable blow-ups (Horsehead). I think people need to develop their own investing philosophy, because only then will they truly understand it and be able to apply it most effectively. If that philosophy happens to coincide with graham/buffett, so be it, but you have to develop it yourself. Just my 2 cents, not even related to Pabrai as I have never even met him.

The buffett/buffett-disciple pitch is "simple philosophy, hard work sifting through each company". These aren't people who are engaged in building complex arbitrage algorithms. What tightly held secrets are you envisioning?

300+ million losers, though!

Anyone know which insurance company it was?

So you'll be voting third party?

That story is an example of my exact misgivings with Trump

Corrupt? Oh yeah. Sketch levels through the roof. Inept? Depends...she's done a great job of taking over the democratic party and worming her way through all facets of government.

There are many ways for the REAL owners to pull money out of real estate. It seems JW mays sharholders are not the real owners here. Frankly, knowing how Brooklyn real estate works, this does not surprise me.

Suggesting that there is only one way to view the world (yours!) would strike most as elitist. I see it as the creepy-clown of arguments. Sorry, I'm confused now. I thought that I was representing your view accurately. Didn't you say that you aren't rational when it comes to politics, and--what's more--there's only one way people view politics--irrationally? Or are you just trying to say that your own views are creepy-clown? You were, but he's irrational, so you weren't.

Of course facts matter. Perception matters, too. On a side note, I can't wait for this damn election to be over. Silliness cranked up to eleven, even on COBF.

"I think it's wrong but everyone else is doing it, so it's really OK". Wacky shit right here, folks.

thats fair. in this case i still think overall, from donald's perspective he is probably better off having run. i personally hope he goes broke.

I mean hell, of this entire thread I'd say 85% of the posts are Trump-related. Hillary who? Oh, the person that isn't Donald. The entire country and world knows who he is now. He further legitimized himself.

No such thing as bad publicity. All this stuff has been known about before, we're just rehashing it. He's in the news, he ran for president, this is all good for his brand.

Have you seen Damadoran analysis of interest rates? It's a pretty compelling case that rates should be low until things pick up IMO Could you link the one you are referring to? I see a few on his blog from various times, not sure which you're referring to.