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  1. Food Prices Surge To Historic Levels • September 28, 2007

    Dear Capital & Crisis Investor, I’m back from my trip to Manhattan and I’ve got lots of interesting ideas to tell you about in your next issue. For now, let’s look at some headline-making news. It’s a story I first wrote about nearly three years ago. Today’s Wall Street Journal begins: “Rising prices and surging demand for [...]

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  2. The Fed, Dubai and Updates • September 21, 2007

    Dear Capital & Crisis Investor, The phone rings. It’s 6:00 a.m., an hour I seldom see when sober. I had been asleep. Fumbling around in a haze, I grab the phone and manage to croak out a hello. It’s a nationally syndicated radio show. Of course, I forgot about this scheduled interview. “Are you awake?” says the [...]

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  3. That "Other" Water Pipe Company • September 14, 2007

    Dear Capital & Crisis Investor, I hope you enjoyed the latest letter. In that letter, I wrote up Brookfield Infrastructure Partners, which should start trading in October. I’ll send another alert around to let you know when it is “live.” I’ll probably be in India when it happens. I’ll be in India for almost the entire [...]

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  4. Natgas, Water and the Buyout Boom • September 7, 2007

    “If a diamond falls in the dirt it is still a diamond, yet even if dust ascends all the way to heaven, it remains without value.” –City of Djinns, William Dalrymple Dear Capital & Crisis Investor, I’ll try to have the rest of your new issue posted today. In case you missed it, the new buy recommendation, [...]

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  5. A New Buy Recommendation • September 6, 2007

    Dear Capital & Crisis Investor, I’ll have your next issue in full soon… In the meantime, here is an excerpt with a new buy recommendation… The Winners When Markets Turn Ugly The answer to the question of “Who wins when markets turn ugly?” lies in our masthead – Capital & Crisis. Those who have cash (or capital) prosper [...]

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  6. September 2007 Issue • September 1, 2007

    Let’s begin the tale in the old frontier city of Nairobi, Kenya. Nairobi sits nearly a mile above sea level on the banks of the narrow Nairobi River. Founded in 1899, it is the capital of Kenya. The Green City in the Sun is also the most populous city in East Africa. In its resurgence, it [...]

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