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  1. Hong Kong • November 23, 2005

    Dear Capital & Crisis Investor, Hong Kong may be the only city in the world where you can legitimately use four different currencies to pay for things — Chinese yuan, Hong Kong dollars, U.S. dollars and euros. On my last day there, I unloaded the last of my yuans and HK dollars — and mixed in [...]

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  2. Greetings From Beijing • November 11, 2005

    Dear Capital & Crisis Investor, I’m staying at the St. Regis in Beijing, China. It is, my guide tells me, THE address in Beijing. When President Bush visits China, he’ll stay here at the St. Regis. I’ll have moved on by the time Bush arrives in Beijing. I’ll be making my way south to Shanghai, with a [...]

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  3. Why Wall Street Hates This Stock… • November 8, 2005

    The best reason to own this stock is the potential to make gains of 75%, possibly more, over the next two years. Since the stock is so unloved, you can get it cheap with little downside risk. Right now, only a small circle of savvy investors seems to know the real story. I heard about [...]

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  4. SELL Neenah Paper • November 7, 2005

    Dear Capital & Crisis Investor, When I met with Ralph Wanger, the famed manager behind the Acorn Fund, he talked about his sell discipline. It is a simple idea. You sell when your original reason for owning a stock is no longer true. This sort of idea has a long history in finance. Phil Fisher, another investment [...]

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