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From Sizemore Insights
Is there a Bubble in Bonds?
“Individual investors are fed up with the stock market,” writes TechTicker. “Burnt by 10 years of negative returns, two crashes, and a current economy mired with high unemployment and lackluster growth, many are throwing in the towel.” Perhaps not surprisingly, retail investors have instead poured their funds into bonds in record numbers, helping to send [...]
The Graying of the Great Powers
Neil Howe, who previously co-wrote several groundbreaking books on demographic trends with William Strauss (Generations, The Fourth Turning, Millennials Rising), published a new book in 2008 with Richard Jackson: The Graying of the Great Powers: Demography and Geopolitics in the 21st Century. We consider Howe’s prior work with Strauss to be required reading for anyone [...]
Death Elasticity and Taxes
The 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 [...]
The Post-American World
Book Review of Fareed Zakaria’s The Post-American World Fareed Zakaria, Editor of Newsweek International and host of CNN’s Fareed Zakaria, has emerged in recent years as one of America’s best minds in current events and world politics. His recent book, The Post-American World, touches on several issues near and dear to our research. The gloomy [...]
Sell Gold Now: Divergences in Buying Patterns Suggest Top
Before I write any more, I must confess: I am a recovering gold bug. My investing career was starting just as the 1990s tech bubble was collapsing, and gold seemed like a better alternative than stocks at the time. It helped that gold had been in a 20-year bear market and that it was selling [...]
When Investing, Keep it Simple
The following originally appeared in the June 2009 issue of the HS Dent Forecast. The specific comments on market levels are now somewhat dated, but the insights are still relevant in the current economic environment. We are now entering June [2009], the end of which marks the halfway point of the year. What a year [...]
Progress vs. Luddism
I came across two pieces of news today, one that made me optimistic about the future and one that made me see red with rage. We’ll start with the good news: Skype announced that it will be launching an initial public offering. It’s shares will be traded on the Nasdaq. Long-suffering readers have had to [...]
Sizemore Capital Increasing Allocation to Non-Financial Blue Chips
The following is an excerpt from a Sizemore Capital Management internal investment memo, reproduced with permission. Given our view that non-financial, blue-chip equities are currently the most attractive asset subclass, we have increased our allocation to the WisdomTree Large Cap Dividend ETF (NYSE: DLN) to 20% of the SCM Tactical Portfolio. This is not a [...]
Summer Reading
This set of book reviews originally appeared in the July 2008 issue of the HS Dent Forecast month and cover a wide variety of topics: financial bubbles, pension funding, healthcare, immigration, population control, and of course, age demographics. Before your next trip to the beach, make a stop by the bookstore and toss one of [...]
Making Sense of Information Overload
“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.