Share/Bookmark For centuries the Islamic world dominated the West militarily, economically, and culturally. As late as 1683, when Ottoman forces laid siege to Vienna, Muslim military domination was a legitimate fear for the Christian world. Excluding the sophisticated Byzantine Empire—which Muslim Arab forces nearly conquered and Muslim Turkish forces did conquer in 1453—and some of [...]
Share/BookmarkWriting for the New York Times, Louise Story and Graham Bowley note that large market swings are becoming a lot more common than they used to be. (See “Market Swings are Becoming New Standard”) “It has become more likely for stock prices to make large swings—on the order of 3 percent or 4 percent—than it [...]
Share/BookmarkI commented in a previous article that “if you think that Fed Chairman Ben Bernanke is unpopular, consider the tragic case of Takahashi Korekiyo, who served as Bank of Japan governor from 1911-1913 and as finance minister and prime minister in the 1920s and 1930s.” Mr. Takahashi helped to pull Japan out of the Great [...]
Share/BookmarkThe title above was from a 2005 paper authored by Princeton professor Harrison Hong and University of British Colombia professor Marcin Kacperczyk (full paper available at http://tinyurl.com/2bh7ubu). It has been widely accepted that “sin” stocks—i.e. publicly-traded companies involved in producing guilty pleasures such as alcohol, tobacco, and gaming and politically incorrect products like weapons—make good [...]
Share/BookmarkThe following is an excerpt from an article I originally wrote in June 2008. Today, with the Bush tax cuts set to expire, the insights of this article are more important than ever. Moving on to a different area in human predictability, Gerald Prante of the Tax Foundation recommended a white paper that examines how [...]
Share/Bookmark“The Internet’s sheer scale means that listening to all of the noise would result in information overload. Before it can be understood effectively, it needs to be harnessed into usable data.” –Dalrymple and Chrysafis, 2010 The quote above is particular true in the financial markets, where we at The Sizemore Investment Letter operate. The Information [...]
Is the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends. 
