From Market Commentary from Charles Lewis Sizemore, CFA
March 10, 2010 at 4:24 pm
"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 ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
March 9, 2010 at 12:54 pm
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 ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
March 7, 2010 at 1:02 pm
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 ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
March 3, 2010 at 4:40 pm
"What is a generation?" asks Ira Wolfe in his new book Geeks, Geezers, and Googlization. "A generation is a group of people who are programmed by events they share in history ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
February 24, 2010 at 3:19 pm
It all started with Harry Markowitz. As an ambitious young student in the 1950s, Markowitz looked to define risk in a new way. Pre-Markowitz, investors knew that stocks were ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
February 22, 2010 at 12:49 pm
Over the past few weeks, I've made my case against gold. Its recent strength has not been confirmed by other inflation hedges, nor has the bond market's action been consistent ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
February 19, 2010 at 1:02 pm
At the risk of sounding like I'm obsessed with the price of gold, I saw more anecdotal evidence today that gold's epic run is over, or at least that it will be soon. This Financial ... (
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From
February 18, 2010 at 10:12 am
In our last post (see “More Signs the Bull Market in Gold Has Ended”) we commented that the goldbugs were starting to rationalize the price of gold with comments like “It’s not
... (
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From Market Commentary from Charles Lewis Sizemore, CFA
February 15, 2010 at 11:03 am
Gold is one of those assets that tends to get an emotional response from both its fans and its naysayers. Goldbugs passionately believe that gold is the only "real" store ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
February 12, 2010 at 10:53 am
We almost choked on our coffee this morning when we saw this cartoon in the Economist:
Yes, it would seem that the venerable British magazine is not taking Greece's economic ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
February 8, 2010 at 11:30 am
We've made it clear in our past writings that we do not believe that the emerging market consumer will be able to replace the lost buying power of the American and European baby ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
February 1, 2010 at 2:01 pm
"Across the Middle East, where Christianity was born and its followers once made up a sizable portion of the population, Christians are now tiny minorities," writes Kristen Chick. ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
January 28, 2010 at 12:38 pm
Taking a break from our usual market commentary, Living In Peru recently featured an article we wrote on Paijan and its legendary Peruvian paso horses. Here is an excerpt:
For ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
January 26, 2010 at 11:40 am
This is pure genius. Turn your speakers up.
Charles Lewis Sizemore, CFA
Chief Investment Officer, Sizemore Capital Management LLC
Sizemore Capital Management LLC is ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
January 25, 2010 at 3:20 pm
Here is an excerpt from my recent trade recommendation in SFO Weekly:
As we are writing this, on January 20, an off-hand comment by a Chinese regulator has caused global markets ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
January 20, 2010 at 8:53 pm
Stocks, Futures and Options editor Kira Brecht did a review of my recent trade recommendation to the magazine's readers. Here is a snippet:
"Contrarians are never 'wrong,' ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
January 19, 2010 at 3:32 pm
We've written pages on the "College Admissions Wave" (see "The College Tuition Debt Bubble"). Today, we came across some new demographic data from the Pew Research Center.
It ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
January 16, 2010 at 12:33 pm
More fallout from the Dubai debt crisis:
Representatives from the emirate of Dubai announced with disappointment this week that its recent debt crisis has forced developers to ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
January 12, 2010 at 2:05 pm
Given the host of issues surrounding the real estate investment trust (“REIT”) sector, we believed a thorough review of the sector was appropriate. Sizemore Capital’s Strategic ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
January 8, 2010 at 8:03 pm
The following is an excerpt from a recent Sizemore Capital investment memo:
After enjoying gains of nearly 100% in just over one calendar year, we decided that the time was right ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
January 6, 2010 at 12:54 pm
MasterCard Advisors' SpendingPulse released revised figures for the Christmas holiday shopping season. (See "Stores to post modest December sales gains")
The results confirm ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
January 1, 2010 at 5:04 pm
As we enter 2010, let us take a moment to reflect on the year that just passed. At the beginning of 2009, world capital markets were in the midst of a full-blown meltdown. ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
December 30, 2009 at 1:07 pm
We saw an article yesterday that gives us hope for the future as we reach these last few days of 2009. The New York Times wrote,
When the clock strikes midnight on New Year’s ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
December 22, 2009 at 11:08 am
Continuing our Christmas Carol theme, every married man knows how pointless Christmas presents are. If you buy your wife's present yourself, she isn't going to like it, and if ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
December 18, 2009 at 2:51 pm
My new trade recommendation in SFO Weekly is "Taking Another Look at the Luxury Sector" . Here is a snippet from the article:
We first recommended the luxury sector (an ETF, ... (
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