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Archive for April, 2011

Clay feet

April 20, 2011
Clay feet

David Sokol has had to leave Berkshire Hathaway under an “ethics cloud.” As you would expect, there is much speculation around how much of this falls on Buffett and what he should be telling us about the incident. My view is that Buffett owns it all. Harsh? Maybe, but I think  not; and I suspect […]

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Systems Thinking

April 18, 2011
Systems Thinking

Those who want the government to provide healthcare are right – and wrong. Those who want to turn things over to private markets are right – and wrong. And each “camp” is wrong to excoriate the other camp. Further, each camp is wrong for the same reason – they do not understand and do not […]

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