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  1. What Will Replace Oil? • August 31, 2007

    Dear Capital & Crisis Investor, So what’s next? What’s likely to gain market share at the expense of oil? How should investors bet? I’ll have some ideas further down below… The kids are back in school this week. Makes the house a lot quieter in the morning hours. Probably affects my productivity in some way. In any event, [...]

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  2. Stop on the Silk Road:Tbilisi, Plus Mobs, Messiahs and Markets • August 24, 2007

    “My stomach is filled, I have cigarettes and the sun is streaming through the windows. What more do you want? One life, make the most of it!” – Henry Miller (1891-1980), American author Dear Capital & Crisis Investor, I like to read the writings of travel writers. Seems an odd place to look for investment angles, but travel [...]

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  3. Who's Swimming Naked? • August 17, 2007

    “A faint heart never filled a spade flush.” - Old poker saying Dear Capital & Crisis Investor, Down markets have a way of exposing things — kind of like pulling back the curtain on the Wizard of Oz. Suddenly, all is not so magical as it was. Reality takes hold. To borrow from a Warren Buffett analogy, the [...]

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  4. It's Good to Have LUK • August 10, 2007

    “Ireland, a country of toys.” – J.P. Donleavy, The Ginger Man Updates: LUK, PICO, AGU Dear Capital & Crisis Investor, One of the books I read while flying to Vancouver and back was a slim volume titled Irish Journal by the German writer Heinrich Boll, recipient of the 1972 Nobel Prize for Literature. The book describes a trip to [...]

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  5. Bridge Collapse, Pipes Breaking — What Next? • August 6, 2007

    Dear Capital & Crisis Investor, I’m back from vacation. I was gone only a week, but a lot happened while I was gone. I have a slew of earnings reports to get to below, as well as a few other questions from readers that may interest you. So it’s a long e-mail today… First, as to the [...]

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  6. Just A Quick Note • August 3, 2007

    Dear Capital & Crisis Investor, I’m still on vacation in Ocean City, MD with my family for a few more days.  I’ve got a lot to update you on that I’ll be sure to address when I get back. Keep an eye out on Monday, I’ll send you your weekly e-mail update then. Have a great weekend! Sincerely, Chris Mayer

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  7. August 2007 Issue: Shale Gas -America's Next Resource Boom • August 1, 2007

    William D’Arcy was a sort of real-life Indiana Jones. Born in Newton Abbot, England, in 1849, he spent most of his life looking for buried treasure. Except D’Arcy didn’t look for religious artifacts. He looked for oil. Still, as with the Indiana Jones of the movies, D’Arcy found inspiring clues in the passages of religious texts. [...]

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