Investing Strategies

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Forget Buying in the Suburbs and Go Rent in the City

Jan 5th, 2011 | By | Category: Featured, Housing, Investing Strategies
It’s getting more expensive to live in Baltimore….at least if you’re a renter. According to a recent article in the Baltimore Sun rents are up more than 6% over what they were last year in the Baltimore metro area. If you count the drop in various concessions — like waived application ...read more

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Posted in Featured, Housing, Investing Strategies | 4 comments


Cheap Houses Hedge Inflation Risk

Jan 5th, 2011 | By | Category: Featured, Housing, Investing Strategies
Investment ideas are cyclical. They come and go, like fashions or cicadas, obeying their own curious rhythms. In the last few years, rare was the investment thinker who said you should buy a house. Housing was in a bubble that was deflating. But the investment seasons turn. Today some smart investors ...read more

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Posted in Featured, Housing, Investing Strategies | 2 comments


Successful Investing in China Despite the Risks

Aug 2nd, 2010 | By | Category: Featured, International, Investing Strategies
Investing always involves a kind of leap of faith. Investors have to believe that the numbers they are looking at are real. They have to believe that the financial statements reasonably reflect reality. Without that trust, there is no point in going further. The investor is like a cook unsure ...read more

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Posted in Featured, International, Investing Strategies | 3 comments


Zimbabwe Threatens Black Market Diamond Sales

Jul 14th, 2010 | By | Category: Economics, Featured, International, Investing Strategies, Morning Whiskey
Time and again I have told you that one of the classic stores of value during hard times I do not recommend is high quality stones in the 1/2 to 1 carat range, and never mind that they brought fortunes through most wars for the last two hundred years safely. Why? ...read more

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Posted in Economics, Featured, International, Investing Strategies, Morning Whiskey | 37 comments


An Insider’s View of the Real Estate Train Wreck

Feb 10th, 2010 | By | Category: Featured, Housing, Investing Strategies
The first time I spoke with real estate entrepreneur Andy Miller was in late 2007, when I asked him to serve on the faculty of a Casey Research Summit. As John Mauldin, a former faculty member himself, knows, we’re very selective with our speakers. And there was no one in ...read more

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Posted in Featured, Housing, Investing Strategies | 3 comments


Smoot-Hawley Must Ride Again

Dec 29th, 2009 | By | Category: Featured, Investing Strategies, Morning Whiskey
Bring on this iteration of Depression's version of the Smoot-Hawley Act; just raising the cost of tires 150% for the Average Joe by enormous tariff increases wasn't enough to get the job done. Not even I, dear reader, chained by love twelve, fourteen, and more hours a day to my magical ...read more

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Posted in Featured, Investing Strategies, Morning Whiskey | 12 comments


Starving the Tax Beasts

Dec 22nd, 2009 | By | Category: Featured, Investing Strategies, Morning Whiskey
STARVING Folks, I think its time. Clearly, the government(s) have gone completely bezerk with our money. It’s time to do something about it. What are our options? Clearly, one is armed revolution. I don’t know about you, but I’m too old and fat to participate. If you wish to go that route, ...read more

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Posted in Featured, Investing Strategies, Morning Whiskey | 38 comments


This Stock Market Rally Is Rented, Not Owned

Oct 19th, 2009 | By | Category: Featured, Investing Strategies
Nearly every economic and corporate development over the past few months has been translated into a reason to buy stocks. But underneath the elation over Dow 10,000 lies the palpable feeling that this rally is to be “rented,” not “owned.” As cool weather descended upon the Northeast U.S., risk appetites started to ...read more

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Posted in Featured, Investing Strategies | 7 comments


Recovery and Jobs; Where’s the Next Bubble?

Sep 7th, 2009 | By | Category: Featured, Investing Strategies, Macro Economics
The phrase, “surviving a game show” just became more serious. According to USA Today — I know, not the most hard-hitting rag out there — contestants on shows like America’s Got Talent and Deal or No Deal have undergone a dramatic change in the past year. Instead of dreaming of building a ...read more

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Posted in Featured, Investing Strategies, Macro Economics | 4 comments


Bank Accounting Fudges Loan Losses

Aug 13th, 2009 | By | Category: Featured, Investing Strategies
Investors often assume dangerous, unnecessary risks by owning stocks on the basis of sloppy economic and financial analysis. For each stock you own, you should frequently reassess the reasons for owning it. Also, you need to remain on the lookout for signals that the future operating environment for a particular ...read more

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Posted in Featured, Investing Strategies | 11 comments


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