The Sizemore Investment Letter

What do BMW, Burberry and Prada have in common?

Well, yes, all three are European companies with an old pedigree that produce highly-sought-after luxury goods, but besides that?

Share/Bookmark Michael Jordan was in the prime of his basketball career when I was a teenager. However, my most enduring memory of watching Jordan play was not one of his show-stopping slam dunks or one of his buzzer-beating fadeaway jump shots. Jordan had plenty of those, but the most distinct memory I have of watching [...]

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.

Share/Bookmark In January, the world watched in shock as a 26-year-old Tunisian fruit vendor lit himself on fire to protest the regime of Zine El Abidine Ben Ali and sparked a revolution that spread across the Middle East like wildfire—today even threatening governments thought to be untouchable, like the Baathist Assad Regime in Syria. Shortly after [...]

Share/Bookmark “What were we thinking?” ask John Mauldin and Jonathan Tepper in the introduction to their latest book.“In a way, we acted like teenagers. We made the easy choice, not thinking of the consequences. We never absorbed the lessons of the depression from our grandparents. We quickly forgot the sobering malaise of the 1970s… We [...]

Share/Bookmark Watch Sizemore Capital Managment’s Charles Lewis Sizemore, CFA give his thoughts on the market to Lori Rothman of Fox Business News   Watch the latest video at video.foxbusiness.com If you cannot view the embedded video, please follow the link below: http://video.foxbusiness.com/v/4640284

Share/BookmarkThe stock market hasn’t returned a single red cent in over twelve years, as measured by the S&P 500. Twelve years is a long time to go without earning a return on your investment, particularly if you are close to retirement. With the boom years of the 1980s and 1990s now a distant memory, 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/BookmarkMost 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 [...]

Share/BookmarkAs 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 [...]