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  1. One SELL, and Four to BUY… • February 29, 2008

    “Don’t judge each day by the harvest you reap, but by the seeds you plant.” –Robert Louis Stevenson. UPDATES: WTM, PICO, CNQ, CVI, LMC Dear Capital & Crisis Investor, Commodities are rocking and rolling these days. One of the most amazing moves was the 25% single-day gain in the price of wheat, pushing it to a record high. What’s [...]

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  2. A World of Increasing Scarcity • February 22, 2008

    Dear Capital & Crisis Investor, Interesting to note what’s coming out of corporate executives’ mouths these days. I like to follow conference calls, because they can give you some insight into what management is thinking. Sometimes, management just talks about what it’s seeing. This sort of bottoms-up viewpoint is very valuable, I believe. In the world of [...]

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  3. Your Next Issue… and a New Buy Recommendation! • February 8, 2008

    Dear Capital & Crisis Investor, I have found heaven. It is in Grand Central Station, Manhattan, N.Y., in a place called the Grand Central Oyster Bar. It first opened for business in 1913. I doubt the place has changed a lick over that time. There are over 30 varieties of oysters served here. I moseyed up [...]

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  4. Predict Stock Prices and Impress Your Friends • February 4, 2008

    Dear Capital & Crisis Investor, “The buzzwords on the Street these days,” Pete Arnold at the ratings agency Egan-Jones told me, “are ‘Credit precedes common.’” I put in a call to Egan-Jones in New York recently. Mr. Arnold called me back and we chatted as snow flurries swirled just outside the window of my study, dancing [...]

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  5. February 2008 Issue: Don't Miss This "Cash Waterfall" • February 1, 2008

    Cats, the great humorist P.G. Wodehouse once wrote, are snooty because they can not get over the fact that the ancient Egyptians once worshipped them as gods. Americans, like cats, will have to get used to a changed world. Namely, the economic sun no longer revolves around America alone. At least, in 2007, it no [...]

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  6. Watch For Your Full Alert on Monday • February 1, 2008

    Dear Capital & Crisis Investor, I’m in Manhattan. As I write this, it’s late on Thursday night. I’m staying at a tiny little hotel on Broadway and I’m having some Internet connectivity problems, which are affecting my ability to write your Friday alert. And, I’ll be in a conference all day on Friday. Anyway, I’m not able to put [...]

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