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From Sizemore Insights
The Myth of Commodities Investment
One of the oft-cited reasons for investing in commodities is that they have historical returns comparable to stocks while having a low correlation to the stock market. The problem is that this statement is patently false.
The Running of the Bulls
The Sizemore Investment Letter, is committed to avoiding these kinds of behavioral traps by focusing on macro trends with staying power.
Visa Shares Soar on Fed Reversal
Shares of Visa (V) soared to new 52-week highs and shares of rival MasterCard (MA) hit new all-time highs after the Federal Reserve announced its final decision on the regulation of debit-card swipe fees.
Book Review: The Next Decade
Long-time readers have heard me comment on the work of George Friedman, the founder of the Austin-based geopolitical forecasting firm Stratfor. I consider Friedman to be one of the insightful thinkers in the field today, and I wrote a lengthy, highly-complimentary review of his The Next 100 Years.Today, I’m going to take a look at [...]
The Land of the Setting Sun
The rating agency lowered Japan to “AA-,” citing Tokyo’s lack of a coherent strategy for dealing with its soaring debt, which now stands at 200% of GDP.
The Luxury Toilet and the Rise of the Affluent Chinese Consumer
In the interconnected web of the global economy, the rise of China has been one of the biggest drivers of the decade-long bull market in energy and commodities. But China is also making its presence felt in other less obvious areas of the economy. Yes, it would appear that affluent Chinese are driving a global [...]
Visa and MasterCard Survive a Beating by Congress
Visa (NYSE: V) and MasterCard (NYSE: MA) took a beating Thursday as a Senate motion to delay the controversial provisions of the Durbin Amendment affecting debit card fees failed to get enough votes. The amendment would limit swipe fees to $0.12 per transaction, compared to the $0.44 that banks charge now. Banks that issue debit [...]
Book Review: The Next 100 Years
There is a deep-seated belief in America that the United States is approaching the eve of its destruction. Read letters to the editor, peruse the Web, and listen to public discourse. Disastrous wars, uncontrolled deficits, high gasoline prices, shootings at universities, corruption in business and government, and an endless litany of other shortcomings—all of them [...]
Choose Your Hathaway: Berkshire or Anne
We’ve always admired Berkshire Hathaway Chairman Warren Buffett. He is, after all, the most successful investor in history and a legend in his own time. Mr. Buffett’s annual reports are fountains of investment wisdom that should be required reading in business schools and for everyone in the money management profession. We’ve also had an admiration [...]
Live on Fox Business News: Charles Sizemore on Dividend Investing
The Sizemore Investment Letter’s Charles Sizemore discusses dividend investing live on Fox Business News.
Is the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends.