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  1. Another Buyout in the Works • June 29, 2007

    “To live beyond the pale, to work for the pleasure of working, to grow old gracefully while retaining one’s faculties, one’s enthusiasms, one’s self-respect, one has to establish other values than those endorsed by the mob.” -Henry Miller, The Air-Conditioned Nightmare Dear Capital & Crisis Investor, I arrived at the Peabody Court Hotel in Baltimore yesterday. It was [...]

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  2. Why Mutual Funds Blow • June 15, 2007

    Detective James Edwards: People are smart, they can handle it. Agent K: A person is smart. People are dumb, panicky, dangerous animals and you know it. – From the movie Men in Black Dear Capital & Crisis Investor, Golfers know the most important club in their bag is their putter, for the simple reason that it is the club [...]

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  3. Sell Ameriprise for a 75% gain! • June 14, 2007

    Dear Capital & Crisis Investor, I recommended Ameriprise in December 2005. I wrote then that the stock was worth $65 per share – for a 75% gain – and that it would take two- to three-years to get there. Well, the stock trades at $65 as I write handing us a 75% gain. And it hasn’t even been [...]

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  4. The Market for Shale Gas Heats Up • June 8, 2007

    Dear Capital & Crisis Investor, The markets had a rough week. It’s about time, really. The markets have enjoyed a blissful existence since last summer. Now, maybe, the harder work begins. Markets without nasty down days or weeks would be like Melville’s Moby Dick without its white whale. It is because the whales sometimes strike back that [...]

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  5. New Buy Recommendation • June 5, 2007

    I like old things. An old farm whose fields have passed through many summers. An old tree that has seen countless suns. An old gold coin that slipped through generations of fingers. These things endure. They are survivors. I also like it when an old thing becomes extremely valuable in a way not expected. In markets, [...]

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  6. June 2007 Issue: There's A New Silk Road Across Asia • June 1, 2007

    There’s A New Silk Road Across Asia “To follow the Silk Road is to follow a ghost. It flows through the heart of Asia, but it has officially vanished…” - Colin Thubron, Shadow of the Silk Road In importance and influence, the new Silk Road may stand to rival its namesake. As with the old Silk Road, the [...]

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  7. Water Pipes Break in Record-Setting Numbers • June 1, 2007

    Dear Capital & Crisis Investor, Here in Montgomery County, Md., we’ve had a record-setting month in breaking water pipes. As you know, this is a story I’ve written about several times. And our play on the idea is Northwest Pipe (NWPX:nasdaq), which has done very well for us so far. In a special report and in Mayer’s [...]

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