Jul 122015

This year Warren Buffett is getting ready to celebrate fifty years of business with Berkshire Hathaway (BRK / A), however, the financial conglomerate is under fire from the market due to lack of transparency.
But Wall Street is against Warren Buffett?

Essentially the leading analysts of international investment banks denounce lack of transparency in the latest quarterly published by Berkshire. Analysts complain that a $ 370 billion dollars which ranks third in terms of capitalization in the US financial market provides very few details on the underlying business compared with the information provided by similar companies.

The financial conglomerate Berkshire is characterized by a variety of sectors, from utilities, to ferrorie, the manufacturing sector but also retail, newspapers, media and the main business of Buffett, insurance.
Especially financial analysts, complaining that the most important sectors of Berkshire as the insurance does not provide a set of information to allow investment banks to “advise” the possible purchase or sale of the security.
Warren Buffett on the other hand defends itself by saying that all the information necessary to make an investment in the long term are provided. Also not recommended to potential investors to buy the shares of Berkshire on the recommendations of investment banks or predictions for this or the next half-year.

Warren Buffett prefers for his company only long-term investors, who are aware of the investment going to do, especially after a careful reading of the report and its annual letters to shareholders of Berkshire. The company of Warren Buffett does not have a department dedicated to relations with investors, its team of 24 people manages all the group’s subsidiaries and not, with a cumulative return of 693 518% from 1965 (you’ve read that right are thousands).

Warren Buffett has never been loved by Wall Street because they are also some of his famous quotes very “unpolitically correct” like this:
“Wall Street is the only place where people arrive in Rolls Royce for advice to those traveling by subway”

Jan 052015

The euro is near the 2012 lowes level and many analysts are predicting that will touch the 1.10 this year. Nobody sees that a stronger dollar will not help the recovery in USA nor in Europe or elsewhere. The convenient exchange rate EUR/USD is somewhere around 1.25 to 1.30. This rate is low enough to guarantee the economy growth for USA and keep interesting the industrial production for export.
The fundamentals for global economy are not strong enough for experiments on rates. Of course this opinion is valid if rigging markets is finished and there are no other goals to achieve by biggest banks and hedge funds.
Keep in mind that whoever was short on Eur/Usd will markup some profits to the balance sheet.

Jan 012015

Sometimes ECB is inert to put in place measures that help the markets.
The abstract speeches of Draghi doesn’t help anymore and the high level of taxation in Europe across various nations only slows the recovery. Remember that Draghi comes from Italy which has one of the highest level of total taxes paid by a citizen. Also we could call the attitude of Draghi with the italian word “farraginoso”

U.S. gross domestic product went at an annual rate of 5 percent  in the third quarter, the most since the same period in 2003, revised government data released last week showed. It means that the

Prior to Draghi’s Aug. 22 remarks during a speech at the Fed Bank of Kansas City’s annual economic symposium in Jackson Hole, Wyoming, the Parker Global Strategies LLC index that tracks the performance of 14 top currency funds had fallen 2.7 percent from Dec. 31. It has since climbed more than 5 percent, set for a 2.6 percent annual increase.

American economy is growing but european one remains fractionated between german efficiency and greeks issues.

Growing American Economy