Big on Bill and Warren

There is a great piece in this past weekends Barron's. An Interview titled "Big on Bill and Warren." The elderly money manager from a famous shop tells about his concerns about the attitude of the USA towards the rest of the world, how smart people like Bill Gates and Warren Buffet act and think and why he believes in hard assets that go up in value when the dollar could go down in value.

Part of what we do is watch the tape and compare it to what we hear and see.....

It is apparent we are told daily why oil is going lower, gold is going lower and technology stocks are going higher, but the "tape" and our stocks are going higher! We own very little tech..only Samsung and Microsoft.

Barkly seen here with a smart successful investor and relative who let the big dog sit in the front seat!