CymorFund Blog
I engaged in some commentary with US Republicans recently, who were adamant that the way out of their dilemma was draconian cuts in spending. They believed that if vested pensions couldn’t be honored, they shouldn’t be. They believed that if the State Government couldn’t meet its obligations, it shouldn’t. It should just pay for current...
I normally would not impose this frequency of blogs on my readers. However, Michael Burry recently gave a speech at Vanderbilt University in which he detailed how he foresaw the crash in mortgages, and his VIEWS ON the CURRENT SITUATION in the USA. I urge you to listen. This is a man that became very...
Loewen & Partners hosted a event last night in Toronto where Dr. Michael Power of Investec Asset Management gave a presentation. Dr. Power is a noted advisor to Hedge Funds and travels extensively giving presentations internationally to Hedge Fund managers and others. His presentations on current trends and matters of interest are widely followed and...
As readers know, I have mentioned silver and some silver picks previously. The meteoric rise of silver seems to rush upward relentlessly. It’s above $40 now and shows no sign of weakness. Silver stocks (juniors especially) are showing impressive gains. Silver had an astounding 78 percent increase in price in 2010. A rebound in total...
Maybe it’s time to Consider Some Safety. We have talked often about where we believe the next wave of wealth is coming from. It is resources, precious metals, base metals, commodities, food, rare earths and so on. It is different way of thought than the tried and true. Historically Safe Investments Historically people moved to...
Think and Act Big I was reading an article by Jim Carroll in his regular “Netwatch” column of April 2011. I will quote some of his comments. “We are in the era of Big Thinking, yet a lot of people have a small outlook.” “Pursue big math.” ”Think big in scope.” “Align strategies to the...
“How many drugs did Charlie Sheen take? Enough to kill Two and a Half Men.” – Debbie’s Ditty An Effect of a Large Military There is an interesting aspect to military might that has been well known since Roman times. As the Roman empire expanded, so to did its armies. By doing so, the empire...
“There are more sharks in the stock market than in the ocean” R. J. Carrington. This is a quote from a friend that I found amusing. However, there is some seriousness to our posting of this quote. We have previously posted on many topics that are confusing or misleading to the average investor. Some of...
The Cymor Strategic Growth Fund is a long hedge fund that invests primarily in value stocks. It is managed with the belief that the greatest absolute (real) returns are achieved by recognizing and buying stocks that are undervalued, that have limited downside, and have significant upside. We believe that good absolute returns can be achieved...
We begin with a famous Quote from George Bernard Shaw. “If all the economists were laid end to end, they’d never reach a conclusion.” Gratitude to those Following This Blog I am grateful that you take the time and effort to read these writings. I am grateful for the input that you give. How to...