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The Hog’s View

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political and market commentary

Warren Buffett Cardinal Sin
Blog | Education | The Hog's View

Buffett’s Cardinal Sin: Berkshire Hathaway ‘overpaid’ for Kraft

ByDavid Schneider February 26, 2019April 8, 2019

“I was wrong in a couple of ways about Kraft Heinz,” Buffett tells CNBC. “We overpaid for Kraft.” This says…

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Italian Minsky Moment
Blog | Countries | Short Selling | The Hog's View

The Weekly Truffle Report – The Italian Minsky Moment

ByDavid Schneider June 4, 2018April 11, 2019

Minsky moments to the tune of Italian music Eyes will be on Europe once again, with jitters in the banking…

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rising interest rates
Blog | The Hog's View

The Weekly Truffle Report – Rising Interest Rates

ByDavid Schneider May 31, 2018May 26, 2022

The Week in Review – Rising Interest Rates The Question of the Trump-Kim Summit Is it on? Is it off?…

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The Weekly Truffle Report – Better Than Expected Earnings
Automotive | Blog | The Hog's View

The Weekly Truffle Report – Better Than Expected Earnings

ByDavid Schneider May 14, 2018April 11, 2019

WEEK IN REVIEW There’s only one thing to keep in mind in the following week: what Mossad agents have called…

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oil and nervous investors
Blog | The Hog's View

The Weekly Truffle Report: Syria, oil and nervous investors

ByDavid Schneider April 16, 2018April 11, 2019

Week in Review – Oil and nervous investors Another week, another jitter on the Trump Train. This time, it’s James Comey’s…

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The Weekly Truffle Report: Anbang Insurance and other cockroaches
Blog | The Hog's View

The Weekly Truffle Report: Anbang Insurance and other cockroaches

ByDavid Schneider April 9, 2018April 11, 2019

Week in Review ———————————————————— It’s been another surprisingly quiet week in the US, but a much more dramatic one in…

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The Hog’s View: Two Takeaways From Davos 2018 [The Investor’s View]
Blog | The Hog's View

The Hog’s View: Two Takeaways From Davos 2018 [The Investor’s View]

ByDavid Schneider January 31, 2018April 11, 2019

Many leading newspapers and magazines have reported on this year’s gathering at the World Economic Forum in Davos. Here are our…

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Fire and Fury Book Review
Blog | Books | The Hog's View

Investors’ Fire and Fury [Book Review]

ByDavid Schneider January 11, 2018April 11, 2019

For investors and high-end capitalists, President Trump has been anything but a blessing. Stock markets have reached new record highs….

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