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From Sizemore Insights
This Financial Crisis Left This Market Intact
The 2007-2009 financial crisis that crippled the world economy somehow managed to bypass Peru. I can say this with “boots on the ground” experience. Last night we went out for a late dinner in Lima’s bustling Miraflores neighborhood and had to wait for a table—on a Tuesday night! The malls are full of shoppers eagerly [...]
Keeping Your Phone Bill Low When Traveling Abroad
Sometimes you just have to stop and think about how far technology has come in just the last few years. I’m writing this article from a ranch in rural Peru, and from a wireless connection at that. Outside of the day lost in transportation getting here, I’ve been able to hit the ground running with [...]
Was Hyman Minsky a Desert Bedouin?
I’ve always believed in the cyclical nature of history. So, I found this snippet from today’s Financial Times to be a good read: Ibn Khaldoun, the great Arab philosopher-historian, predicted that urban elites would grow so fat on the excesses of power that they would be ousted by hardier Bedouin tribes. They, in turn, would [...]
Sizemore Capital First Quarter 2010 Letter to Investors
The following is an excerpt from Sizemore Capital Management’s first quarter letter to investors. This is for informational purposes only; nothing below should be viewed as investment advice or as a solicitation to buy securities. In the first quarter, we made several significant moves. We sold out of all direct emerging market positions—specifically emerging market [...]
More Evidence of a Chinese Investment Bubble
In recent articles, I’ve made my position clear: China is in the midst of a risky investment bubble (see prior post). As we’ve written before, virtually all of China’s economic growth in 2009 was due to stimulus spending primarily related to infrastructure. In January, citing a Pivot Capital report on China, we noted that: Investment [...]
An Honest Stockbroker?
This is from the last bear market but still so true… Straight Talk – Stock Market Uploaded by senatork. – Watch more comedy videos and sitcoms. Bottom line: do your own homework and hire an advisor you trust. Charles Lewis Sizemore, CFA This blog is a free service of the Sizemore Investment Letter, a monthly [...]
Obamacare in Perspective
So, it looks like Obamacare is about to become reality. I won’t go into details about why the program was a phenomenally bad idea. The papers are full of such commentary this morning, and there is no need to repeat it again here. Instead, the point I want to make is this: if you think [...]
New Investment Recommendation: Making Money on the New Baby Boom
“There is always a bull market in something,” goes an old Wall Street maxim. And right now, the biggest bull market is not in stocks and not in gold. It’s in babies! In recent years, there have been record numbers of babies born in the United States — even more than during the original post-World-War-II [...]
Taxes Up, Services Down
Dallas was not exactly ground zero in the mid-2000s real estate boom and bust. Outside of a few isolated neighborhoods, prices never rose very much. And outside of a few new developments on the suburban fringe, oversupply was never much of a problem. It was as if the city were splendidly isolated from the problems [...]
New Article in Living In Peru
Living In Peru recently republished my article on “Unconventional Medical Tourism.” Flying to South America is not an option for many people looking to save money on their medical bills. But given spiraling medical costs, it will no doubt increasingly become one. Medical tourism is already a thriving business, and with aging demographic trends guaranteeing [...]
Is the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends.