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  1. Bemelmans Bar • March 30, 2007

    “There was no radio, no television, nothing but music and conversations, and life was comfortable. Like the pages of a children’s book, the days were turned and looked at…” – Ludwig Bemelmans, When You Lunch With the Emperor Dear Capital & Crisis Investor, Yesterday, I took a train from Baltimore to New York City. Upon my arrival at Penn Station, I [...]

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  2. Our Aging Water and Power Infrastructure • March 23, 2007

    Dear Capital & Crisis Investor, The water crisis is back in the news. Thursday’s Financial Times had a big 16-page special report on water. “The world faces a water crisis,” says the FT under a headline of “Apocalypse Now.” Don’t we know it. At least our water stocks are making nice gains. I’ll have more to say [...]

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  3. Your New Issue Is Online! • March 9, 2007

    “There are no such thing things as hard knocks without advantages. Like medals, they always have a reverse side… An educated man is one who believes he has not succeeded when he has, but is not so sure he has failed when he fails.” – Lin Yutang, The Importance of Living Dear Capital & Crisis Investor, Don’t count [...]

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  4. March 2007 Issue • March 1, 2007

    Sometimes, all it takes to be a successful investor is to ride the coattails of a really great investor. Become a partner and his gains become your gains. In the early ’60s, a skilled investor saw what the market missed in American Express. He made a big bet on it, putting 40% of his partnership’s money [...]

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