Watch Charles Sizemore give his thoughts on investing in Germany to the Wall Street Journal’s Evan Newmark: If you are...
From Sizemore Insights
Starbucks Expands into the Land of Tea
If there has been one recurring theme in my investment recommendations over the past two years, it is this: If you want growth, you have to look to emerging markets. With the United States, Europe and Japan burdened with high levels of debt and aging demographics, growth in the developed world will be hard to [...]
China Won’t Blow Up in 2012
China has what I like to call a “high quality problem.” Only in the People’s Republic does economic growth of 8.9 percent represent a slump. These kinds of numbers would be pure fantasy to Americans or Europeans. American real GDP growth is clocking in at less than 2 percent, and the Eurozone may already be [...]
The Presidential Cycle is Rubbish
Mark Twain noted that there are lies, damned lies, and statistics, and nowhere is this truer than in the investment profession. Don’t worry, this isn’t another story about crooked Wall Street bankers fleecing the public; there have been enough of those written already. Instead, this is an article about a far more dangerous form of [...]
Sizemore on International ETF Investing
Writing for The Wall Street Journal’s SmartMoney, Alex Tarquinio discusses the pitfalls of international ETF investing: The ETF industry now offers 73 single-country funds, almost double the number from two years ago, with $47 billion under management. But having a thriving economy doesn’t mean that a country’s ETF won’t get crushed. One problem: Very few [...]
Europe Downgraded: What Investors Should Do
Standard & Poor’s dropped a bomb on Europe on Monday, downgrading the European Financial Stability Facility (EFSF). Also known as the “bailout fund,” the EFSF was put in place to make emergency loans to Europe’s troubled sovereign borrowers. The downgrade, though newsworthy, came as little surprise. After Standard & Poor’s downgraded France and Austria late [...]
Sizemore Capital 2011 Letter to Investors
The following is an excerpt from Sizemore Capital Management’s 2011 Year End Letter to Investors. To Our Investors, 2011 was a year for the history books. This was a year that saw an earthquake, tsunami and nuclear disaster cripple Japan, the third-largest economy in the world. It witnessed the “Arab Spring,” the biggest upheaval in [...]
Profiting from the Global Art Boom
Monday’s edition of the Financial Times had two side-by-side headlines that were telling: “Earnings Growth Falters for S&P 500” “Art Market Bucks Gloom to Leave Equities Trailing Again” In a year in which the S&P 500 returned nothing and earnings growth began to decelerate, the “art market” as measured by the Mei Moses All Art [...]
The Swiss National Bank Scandal: What Does It Mean?
Many a powerful man in history has let his romantic life lead to his ruin. Julius Caesar had his Cleopatra, and Paris had his Helen of Troy. The Turkish Sultan Suleiman the Magnificent had his Roxelana, and the ancient Jewish King David had his Bathsheba. And of course, the American President Bill Clinton had his [...]
Interview with Charles Sizemore and InvestorPlace’s Jeff Reeves
Charles Sizemore, publisher of The Sizemore Investment Letter (http://www.sizemoreletter.com) and Jeff Reeves, editor of InvestorPlace.com (http://www.investorplace.com) talk about the InvestorPlace.com stock picking contests for 2011 and 2012. Find out how Charles Sizemore won the contest for Best Stock in 2011 with Visa ($V) — up a whopping 58% in 2011 — and why Sizemore has [...]
Before You Buy that Emerging Market ETF…
As I wrote last week, I have emerging markets on my mind because—at least through the first of the year—I’m living in one. I’m writing this article from the bustling Peruvian farming and ranching town of Paijan, where, between attempting to follow the markets from afar and chasing after my two-year old son, I’ve managed [...]
Is the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends. 