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  1. Entrenched Cash Flow Kings • September 29, 2006

    “One person’s treasure and wisdom always sounds like foolishness to others.” – Hermann Hesse, Siddhartha Dear Capital & Crisis Investor, Last weekend, I was camping out in western Maryland with the wife and kids. Every year, I suck it up for the sake of marital harmony (my wife loves camping) and for the kids (who also love camping). [...]

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  2. Bet The Jockey, Not The Horse • September 15, 2006

    I’ll be on CNBC’s Closing Bell today with Maria Bartiromo at 3:40 p.m. EST. Tune in if you can! I’ll be talking about the water crisis. Also on that topic, see my essay in today’s Rude Awakening: “Front-Page News… Almost” http://www.the-rude-awakening.com/RAissues/2006/march/RA091506.html “Wall Street people learn nothing and forget everything.”– Benjamin Graham (1894-1976), renowned investment thinker Dear Capital & Crisis [...]

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  3. New Issue and a Sell! • September 11, 2006

    Dear Capital & Crisis Reader, Your next issue is available online. I also recommend selling NewAlliance Bancshares (NAL:nyse) for a small gain. I believe the regional banks will struggle to show any growth as the housing boom unwinds. Net profit margins are already tightening. NewAlliance is heavily into residential real estate, and I feel your money is [...]

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  4. The Wisdom of Puggy Pearson • September 8, 2006

    “Ain’t only three things to gambling: knowing the 60-40 end of a proposition, money management and knowing yourself.” — “Puggy” Pearson, the late, great poker pro Dear Capital & Crisis Investor, In 2002, famed money manager Bill Miller spoke to a roomful of students at Columbia Business School. Miller held them spellbound, expounding on investment ideas and [...]

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  5. Moonshine in the 21st Century – Big Profits in Biofuels • September 1, 2006

    “It’s the most stunning development in agricultural markets today – I can’t think of anything else quite like this.”- Keith Collins, U.S. Agriculture Department Chief Economist It’s happening across the vast middle part of the country, in little towns like Coon Rapids, Iowa, and Plainview, Neb. Across the breadbasket states, in Indiana, the Dakotas, Minnesota and [...]

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  6. If You Want to Beat the Market… • September 1, 2006

    “Fishing-bats, trailing each other following the cliff for guidance, Holding a difficult path between the peril of the sea-fog And the foam on the shore granite.” — Robinson Jeffers, Boats in a Fog Dear Capital & Crisis Investor, I’m back from the beach. It was a good vacation. If you’re ever in Rehoboth Beach, check out the Dogfish Head [...]

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