From Market Commentary from Charles Lewis Sizemore, CFA
June 17, 2010 at 12:19 pm
Press play on the embedded audio player to hear Charles Sizemore's radio interview with renown business consultant Ira Wolfe, president and founder of Success Performance Solutions. ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
June 15, 2010 at 5:17 pm
Wednesday, June 16, at 11 AM EST (10 AM Central), Charles Sizemore will be appearing on Ira Wolfe's radio show to discuss the role that the Echo Boomer generation will have in ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
June 14, 2010 at 10:33 am
The following is an excerpt from my recent recommendation in SFO Weekly:
May and early June have been a rough time for investors. The S&P 500 is down 15 percent from ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
June 11, 2010 at 10:35 am
The Japanese government has taken a novel approach to selling its bonds: questioning the masculinity of any Japanese man who doesn't buy them.
"The name is Bond, Japanese Government ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
June 11, 2010 at 9:00 am
The following is a Sizemore Capital Management internal investment memo, reproduced with permission from Sizemore Capital Management.
EXECUTIVE SUMMARY
Given the host of issues ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
June 9, 2010 at 9:30 am
As a follow-up to my prior post on how demographics are affecting the calculus of international relations in the Middle East—and between Turkey and Israel in particular—I’d ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
June 7, 2010 at 11:35 am
There are times when you buy the wrong stock for the right reasons. Those times when a stock looked great on paper only to become a massive disappointment when some unexpected ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
June 1, 2010 at 9:30 am
Years ago, when I was earning my master’s degree at the London School of Economics, I had a memorable conversation with a classmate of mine from Istanbul named Deniz. Over ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
May 19, 2010 at 10:01 am
"Can the Euro Survive?"
This was the question asked in the front-page headline in today's Financial Times. It is a popular source of concern these days. Consider some of the ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
May 18, 2010 at 10:01 am
"The time to buy is when there's blood in the streets,” Baron von Rothschild was credited with saying in the 18th century. Rothschild meant it quite literally—when he was alleged ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
May 17, 2010 at 9:20 am
The following is an excerpt from a Sizemore Capital Management internal trade memo:
With negative sentiment on the euro bordering on hysteria, we felt the time was right to take ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
May 13, 2010 at 10:18 am
It all started with Baltimore’s Oriole Park at Camden Yards. As the 1980s drew to a close, there was a growing sense of nostalgia for the classic, urban ballparks of a bygone ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
May 10, 2010 at 9:00 am
I'm often asked where I get my investment ideas for the Sizemore Investment Letter and what sources I read to keep abreast of financial news. The fact is, you can't read ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
May 7, 2010 at 10:51 am
In the April issue of the Sizemore Investment Letter my theme was “Chinese Smokestacks,” which was a tease for premium international cigarettes. The idea was that we want to ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
May 3, 2010 at 10:08 am
Over the past decade, the focus of the news media has been on Islamist terror organizations such as Al Qaeda, and understandably so. The September 11, 2001 attacks were the biggest ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
April 26, 2010 at 9:42 am
If you want to extinguish a fire, you don't douse it in gasoline. But that is exactly what China is proposing to do in its housing market (see "China poised to add REITs to cool ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
April 21, 2010 at 9:30 am
Today, I was forced to unplug for a few hours and think. You see, the power went out, and I had no access to the internet. This is an all too common occurrence in rural Peru, ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
April 20, 2010 at 9:00 am
Check out the following excerpt from my recent article in SFO Weekly:
Next time you’re out during the day, take note of the number of small children you see. There are a ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
April 14, 2010 at 11:02 am
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 ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
April 9, 2010 at 12:53 pm
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 ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
April 6, 2010 at 10:52 am
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, ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
April 4, 2010 at 11:55 pm
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 ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
April 1, 2010 at 1:35 pm
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 ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
March 24, 2010 at 10:48 am
Here is an excerpt from my recent recommendation in SFO Weekly:
The Return of Conspicuous Consumption and High End Handbags
By Charles Sizemore, CFA
In recent issues I’ve ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
March 23, 2010 at 9:14 am
This is from the last bear market but still so true...
Straight Talk - Stock MarketUploaded by senatork. - Watch more comedy videos and sitcoms.
Bottom line: do your own homework ... (
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