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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...
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...
Our Sympathy Firstly let us express our shock and horror of the triple disasters that have struck Japan. The extent of the devastation is hard to comprehend, even with all of the graphic pictures and videos. Each picture is worse than the previous in visualizing just how extensive the disaster has been. Our feelings go...
In my blog of December 9, 2010, I pointed out how our capitalist society suffers from dramatic up and down cycles that rob the middle class of their wealth and earnings. I suggested 10 points that would very much moderate these cycles and bring about a far better capitalist society. This is the 6th of...
Market Volatility There remains much fear in the markets. Much has been written about the debts of Western nations (read our recent blog) and instability. Recently, there have been a number of articles about China’s inflation, and also fears raised about the terrible tragedy of the earthquake and Tsunami in Japan. Let me summarize much...
Some Comparisons of projected general government debt for 2011 (source IMF October 2010) Spain – 70% Germany – 76% United Kingdom – 82% Portugal – 87% United States – 99% Ireland – 101% Italy – 119% Greece – 139% Japan – 234% A bit shocking isn’t it. Of course this isn’t the entire debt, only...
We have returned from vacation. Mexico, as always, is a wonderful place to visit. The people are friendly, the culture is warm and welcoming, the sun is shining, and business, mining and foreign investors are welcome. Mexico is one of our favorite places to visit and to invest. There are enormous reserves of precious metals...