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From Sizemore Insights
Swipe Shares of Visa in 2011
After the rush of the Christmas holiday shopping season, many of us are reluctant to look at our January credit card bills. With Americans returning to the malls after nearly three years of deep recessionary conditions, this year will certainly be no exception. But while excessive card swiping can make for a painful day of [...]
Three “Backdoor” Ways to Play Emerging Markets in 2011
Most experienced globetrotters have come across a copy of Rick Steves’ Europe Through the Back Door in one of their travels. Appealing to budget-conscious students and backpackers, Steves’ book gives tips on how to avoid many of the expensive pitfalls of foreign travel and offers cheaper “backdoor” ways to enjoy Europe’s treasures. Today, I want [...]
No Blood in Irish Streets – But Try Looking In Spain
As investors, we should never let a good crisis go to waste. “The time to buy,” Baron Rothschild recounted long ago, “is when there is blood in the streets…even if it is your own.” I opened the June 2010 issue of the Sizemore Investment Letter with this same quote. As much as I hate to [...]
Charles Sizemore in the Media: The ETF War
Charles Sizemore was quoted in Aaron Pressman’s article on the changing competitive landscape in exchange-traded funds: “Special Report: What did you do in the ETF war, daddy?“ Excerpt: The success of Vanguard’s ETFs starts with the basic appeal of the products generally. Expense ratios are among the lowest available. And because big investors sometimes redeem [...]
A Naughty Stock for the Christmas Season
What industry has comparable price returns to the S&P 500 Index but more than double the dividend yield and half the volatility? I’ll give you a hint. It happens to be one of the most despised industries in the world but sells a product that its users cannot seem to live without. I’m talking, of [...]
Burials at Sea and the China Property Bubble
With so much to report in the United States and Europe these days, I’ve been almost remiss in covering the ongoing China bubble. With “quantitative easing” all the buzz these days on American shores, China has actually been forced to raise rates in an attempt to cool an economy that the government believes to be [...]
Why I Still Hate Gold
Those of us who like to style ourselves as contrarians are never “wrong.” We’re just early. At least that is what I keep telling myself. I’ve had a bearish view on gold for most of 2010, and attempted (unsuccessfully) to short it in the second quarter. “I was just early,” I told myself. And alas, [...]
Charles Sizemore in the Media
Charles Sizemore was quoted in the recent Reuters article on exotic ETFs: “Investors develop taste for exotic, far-flung ETFs” Excerpt: But some investors criticized the combination of countries in the First Trust fund resulting in its memorable acronym. “BICK” was a twist on the “BRIC” theme popular last year, swapping South Korea in for Russia. [...]
There is NOT a Bond Bubble — at Least Not Yet
I’m going to start this month with a prediction that might surprise you. I do not think that bonds are in imminent danger of a crash. I do agree with the growing legion of investors—including the legendary Warren Buffett himself—who believe that the bond market is in a “bubble” of sorts. And I would certainly [...]
Happy Guy Fawkes Day: Investment Implications of the Republican Rout of Congress
Remember, remember the Fifth of November, The Gunpowder Treason and Plot, I know of no reason Why the Gunpowder Treason Should ever be forgot. Guy Fawkes, Guy Fawkes, ’twas his intent To blow up the King and Parli’ment. Three-score barrels of powder below To prove old England’s overthrow; By God’s mercy he was catch’d With [...]
Is the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends.