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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From Market Commentary from Charles Lewis Sizemore, CFA
December 15, 2009 at 2:39 pm
A funny thing happened on the way to the dollar's imminent destruction: it broke its downtrend and is now looking to finish 2009 strongly. (See chart)
We've been highly skeptical ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
December 10, 2009 at 8:37 pm
As I wrote in a recent post ("Unconventional Medical Tourism"), I am temporarily living in rural Peru, enjoying a paternity leave of sorts with my new son, my wife, and my in-laws. ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
December 7, 2009 at 1:10 pm
Mark Twain is credited with saying "Everybody complains about the weather but nobody does anything about it." This is an apt metaphor for the American health care system. ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
December 3, 2009 at 10:00 am
Anna Philpot interviewed me for her recent article in American Airlines's AA.com/Women business section in which I discuss the pros and cons of various asset classes, particularly ... (
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From
November 30, 2009 at 5:22 pm
“After Dubai, will Greece be next?” asks the Financial Times this morning. They are speaking of sovereign default, of course. The debt payment moratorium by Dubai World has investors
... (
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From Market Commentary from Charles Lewis Sizemore, CFA
November 22, 2009 at 11:20 am
Yes, you read me correctly. Gold, despite recently surging to new all-time highs, is a truly lousy investment. And this is not just my view; it is the view of Benjamin Graham, ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
November 19, 2009 at 4:10 pm
You know the drill: stocks up, dollar down. With investors rediscovering their appetite for risk, the dollar has lost its appeal as a safe haven and has resumed the downtrend ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
November 6, 2009 at 12:08 pm
Despite being in "bunker mode," in which virtually all non-essential spending has been trimmed or eliminated, consumers have continued to buy shoes by the box loads (see "A Not-So-Guilty ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
November 2, 2009 at 12:31 pm
My new trade recommendation in SFO Weekly is to Short the Euro. Here is a snippet from the article:
In perhaps the greatest contrarian signal we’ve seen to date concerning ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
October 26, 2009 at 10:59 am
My recommendation is the "trade of the month" in the November issue of Stocks, Futures, and Options Magazine: "Watch the Herd and Be Contrarian"Here's a snippet from the article:Traders ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
October 18, 2009 at 12:59 pm
This month in Investment International, we critique the recent G20 meeting in Pittsburgh and revisit our comments from April, when that organization originally laid out its ambitious ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
October 14, 2009 at 9:00 am
Excerpts from Sizemore Capital Management 2009 Third Quarter Investment Outlook and CommentaryTo Our Investors,The rally that started near the end of March has continued strongly ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
October 8, 2009 at 2:12 pm
We've written before about how new technologies like mobile phones and, more recently, Skype are transforming the telecommunications industry and bringing the continued existence ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
October 5, 2009 at 10:48 am
As American consumers—led by the Baby Boomers—continue to pay off their debts and save, less money is flowing through the economy. We view this as a secular trend that is ... (
more)
From Market Commentary from Charles Lewis Sizemore, CFA
September 27, 2009 at 1:01 pm
This month in Investment International, we consider the one-year anniversary of the Lehman Brothers bankruptcy, the event that sent the housing bust into an outright panic.To view ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
September 22, 2009 at 2:25 pm
You have to love the Japanese language -- they have a word for pretty much everything.A fine example is choiwaru oyaji -- defined as a middle-aged man who is "slightly bad," in ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
September 19, 2009 at 3:42 pm
In prior posts on the subject (see "US Government Already Spends..." and "ObamaCare: What's the Story"), I noted that health spending in the United States is vastly higher than ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
September 15, 2009 at 3:49 pm
It’s difficult to earn a buck in the entertainment media business these days. File sharing and piracy have decimated the record business and are starting to wreak havoc on ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
September 2, 2009 at 11:53 am
This month in Investment International, I take a hard look at President Obama's proposed health reforms, aka "ObamaCare." To view the article, follow this link: "ObamaCare: What's ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
August 21, 2009 at 11:16 pm
We normally keep this blog rather stuffy and business-like, but this is something we couldn't resist passing on:Perhaps the Fuhrer should have been reading our blog for the past ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
August 20, 2009 at 4:36 pm
While many Americans fear that we may be inching closer to British and Canadian-style socialized medicine, most will be shocked to find that we are largely already there. Incredibly, ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
August 19, 2009 at 2:03 pm
Sadly, it has come to this. The infantilization of televised news has reached the point where we are now getting economic commentary from the Muppets: Elmo to deliver economic ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
August 13, 2009 at 10:27 am
Ernest Hemingway must be spinning in his grave right now. Two Spanish towns south of Madrid have had to cut back or cancel their annual bullfights — and the accompanying running ... (
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From Market Commentary from Charles Lewis Sizemore, CFA
August 7, 2009 at 3:15 pm
During the second quarter of 2009, things certainly took a turn for the better. The economy shrank at a slower pace than expected, and stocks and other risky assets rocketed off ... (
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