Tuesday, May 3, 2011


Berkshire Ready to Make Its Move?

Based on its large financial holdings, I would expect Berkshire Hathaway to make a nice move now.

Clorox Comments Support My Consumer Thesis

The headlines on Clorox support my view on the weak foundation of the consumer.

Headlines out just now (below) on CLX are generally supportive of my view of slowing economic growth, rising input costs and the weak foundation of the consumer.

* Clorox Ceo Says `Not Satisfied' With Results
* Clorox Says Global Environment Not as Strong as Expected
* Clorox Says Consumers Under `Considerable' Financial Pressure
* Clorox Says Seeing Cost Increases for Nearly All Inputs

Ag, energy and high-growth stocks are faltering.

GM Sales Surprise

General Motors' April sales (+27%) were well above expectations.

Run, don't walk, to read about the world according to Dr. John Hussman.

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