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  1. Malabar… and Updates on NFG and CNS • October 19, 2007

    “When the traveler leaves Ceylon and sails westward for about 60 miles, he arrives in the great province of Malabar. It is indeed the best part of India.” – Marco Polo Dear Capital & Crisis Investor, The Malabar Coast is on the west coast of India, facing the Arabian Sea. It has been a center of trade for [...]

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  2. Greetings From Mumbai (Bombay) • October 12, 2007

    “Don’t drink the tap water or you’ll be dead.” – Advice from Ajit Dayal, Indian fund manager Dear Capital & Crisis Investor, The Sensex, a benchmark index for India’s stock market, hit all-time highs this week. It rose almost 800 points on Tuesday alone — the biggest rise in absolute terms ever. Since October 2002, the average annual [...]

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  3. Your Next Issue…and Updates • October 5, 2007

    Dear Capital & Crisis Investor, The latest issue of Capital & Crisis is available online. In this issue, you’ll learn more about the global rush for bricks and mortar and hear from Sam Zell. This is important information in understanding some of the big-picture appeal behind owning Cohen & Steers (CNS:nyse). You’ll find the full write-up in [...]

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  4. Artctic Thaw – A New Multibillion Dollar Opportunity • October 1, 2007

    “The sea route running along the Arctic coastline of North America, normally clogged with thick ice – is nearly ice free for the first time since records began.” – “Northwest Passage Is Now Plain Sailing,” Guardian Unlimited, Aug. 28 It started with a Russian expedition planting the Russian flag in a polar seabed. Though largely [...]

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  5. New Buy Reccomendation • October 1, 2007

    Dear Capital & Crisis Investor, I’ll have all of the details and more to say in the full issue of Capital & Crisis. I should have that to you in the next few days. In the meantime, though, I wanted to get you the new buy recommendation. An excerpt from the issue follows… The Only Stock of Its [...]

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