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Thoughts on Monetizing Twitter
October 31, 2022
Enduring Inflation
June 14, 2022
The High Cost of Poverty
June 10, 2022
Necessary Inefficiency
March 29, 2022
Pounds of Salt: The Fed’s Epistemic Arrogance
June 17, 2021
The Autonomous Vehicle Revolution
March 22, 2017
Golden Exit Packages for Government Service
January 26, 2017
Interview Excerpt: Charles de Vaulx Shares Insights on ‘Eclectic’ Portfolio
September 27, 2012
Pitfalls in Oil & Gas Accounting
September 11, 2012
Natural Gas Remains Depressed With No End in Sight
September 3, 2012
How Should Investors Assess Worst Case Scenarios in Japan?
March 17, 2011
Transcript of David Einhorn’s FCIC Testimony via Santangel’s Review
March 5, 2011
Implications of Cheap Natural Gas on Public Policy and Investing
March 5, 2011
Large Losses From New Zealand Quake May Not Create Hard Insurance Pricing Market
February 25, 2011
India May Require $1 Trillion in Infrastructure Spending Over Five Years
February 9, 2011
Mobile Phones Revolutionize Third World Economics
February 1, 2011
Rail Traffic Rebounds in 2010 But Remains Far Short of Pre-Recession Levels
January 11, 2011
Companies Switch to Shale Oil as Natural Gas Prices Remain Depressed
December 8, 2010
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Recent Articles

  • Instant FeedbackJanuary 26, 2023
    Using a continuous glucose monitor for two weeks made me think about the pros and cons of instant feedback in life and in markets.
  • Earning WisdomJanuary 17, 2023
    Passive consumption of information is not enough to earn true wisdom. Leo Tolstoy advocated serious efforts to leverage what we learn from others. There are no shortcuts.
  • Flights of FancyJanuary 13, 2023
    The dream of flying like birds has captivated human beings for thousands of years. In his new book, Richard Dawkins provides a fascinating account of the history of flight.
  • Damn Right! — Behind the Scenes with Charlie MungerJanuary 1, 2023
    A book review of Damn Right! — Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger, published on Munger's 99th birthday.
  • The Year in ReviewDecember 26, 2022
    This article contains links to the top twenty articles of 2022 and discusses plans for the future of the Rational Reflections newsletter.
  • What I’ve Been ReadingDecember 23, 2022
    This post is a list of books that I read in the fourth quarter of 2022, most notably The Price of Time by Edward Chancellor and The Idiot by Fyodor Dostoevsky.
  • The Case for Splitting Berkshire’s Class A SharesNovember 21, 2022
    A stock split would have no effect on a Berkshire's intrinsic value, but could keep super-voting Class A shares in the hands of longtime shareholders.
  • ExemplarsNovember 17, 2022
    “If you rise high in a corporation or elsewhere in life, you have a duty to be an exemplar. You have a duty to take less than you deserve, to set an example.”  — Charlie Munger
  • The Role of LuckNovember 13, 2022
    Never forget Lady Fortuna's influence: Good decisions can turn out poorly due to bad luck, and it is equally possible for terrible decisions to work out well due to good luck.
  • A Closer Look at Berkshire Hathaway’s Operating IncomeNovember 7, 2022
    Berkshire Hathaway reported third quarter results on November 5, 2022. This article examines recent trends in the company's net operating income.
  • Ben Graham’s View of Unpopular Large CompaniesNovember 4, 2022
    Ben Graham’s investing style was not one dimensional. In addition to bargain issues and special situations, Graham suggested relatively unpopular large companies as a source of ideas.
  • Thoughts on Monetizing TwitterOctober 31, 2022
    Twitter should consider implementing a charge for account verification that is based on number of followers. Verification is likely to be much more valuable for large accounts with greater ability and willingness to pay.
  • Observations of a New Costco MemberOctober 18, 2022
    I recently became a Costco member as part of my research on the company. In this article, I discuss how I easily recouped the $60 annual membership fee on my first visit.
  • The Story of FedMartOctober 12, 2022
    Sol Price founded FedMart in 1954 and pioneered the concepts that still drive the business model of membership-based discount warehouses such as Costco to this day.
  • Greg Abel’s Bet on Berkshire HathawayOctober 7, 2022
    Greg Abel has purchased 168 Class A shares of Berkshire Hathaway for $68.3 million. This article takes a look at Mr. Abel's decision in the context of his future role as CEO.
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