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  1. Japan, New Zealand and You • March 31, 2006

    “I might be wrong about all this.” – Former Fed Chairman Paul Volcker at Grant’s Investment Conference on Wednesday Dear Capital & Crisis Investor, The Land of the Rising Sun is still rising. The Nikkei cleared 17,000 this week for the first time in 5½ years. To C&C readers, the new highs were not a total surprise. I’ve [...]

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  2. The Best Evidence of a Good Investment • March 24, 2006

    “A single gentle rain makes the grass many shades greener. So our prospects brighten on the influx of better thoughts.” – Henry David Thoreau, Walden Dear Capital & Crisis Investor, Most people don’t know that famed economist John Maynard Keynes (pronounced “Canes”) was actually a fairly accomplished investor. Even though I loathe the snarl of ideas he [...]

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  3. What Super Investor Seth Klarman Is Buying • March 17, 2006

    “Life is a big bowl of cherries. Provided you get most of them.” – J.P. Donleavy, A Singular Man Dear Capital & Crisis Investor, I’m not a conspiracy theorist, as you know. I don’t speculate about Halliburton’s plans to take over U.S. ports or how Arabs from Dubai are swimming across the Atlantic with dirty bombs strapped to [...]

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  4. The World's Largest Private Company • March 10, 2006

    Dear Capital & Crisis Investor, If you missed the short piece titled “Mr. Big” in the latest issue of Forbes, you missed an enjoyable profile of Charles Koch, the 70-year-old skipper behind Koch Industries. The company is the largest privately held company in the world, recently passing Cargill with its purchase of Georgia-Pacific. Koch is an [...]

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  5. Gold Kist to Hold and Other Updates • March 3, 2006

    Dear Capital & Crisis Investor, People are irrational and the world is full of madness. If there were a Fifth Horseman to add to the long-standing quartet of War, Famine, Pestilence and Death, perhaps it should be Ignorance, whose stinking breath sends people scurrying around mindlessly like headless chickens. Speaking of chickens… This bird flu thing is far [...]

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  6. Profits Sweet As Sugar – And Why There's More to Come • March 1, 2006

    One fine morning in Paris, Jim Rogers met a French business writer for breakfast at a local hotel. Rogers, you’ll recall, is the famous globetrotting investor who made a fortune running a hedge fund. He retired years ago, at the age of 37. Now he travels around the world and writes books. They chatted, perhaps over [...]

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