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  1. Your "Bonus" Issue • June 27, 2008

    Dear Capital & Crisis Investor, Investors-in-waiting were among the cheerful set yesterday. You can spot them by the extra bounce in their step and the carefree whistling. Stocks retreated sharply on Thursday, like Washington’s Continental Army booking it to Brooklyn Heights after the Battle of Long Island. After yesterday’s rout, the S&P 500, a broad measure for [...]

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  2. CVR Shoots Itself in the Foot • June 20, 2008

    Dear Capital & Crisis Investor, CVR Energy (CVI:nyse) made a number of announcements this week. The story is starting to change somewhat. The most puzzling is the 10 million shares insiders decided to unload, an announcement that sent the shares down 11% today. (There are only 86 million shares outstanding.) This, from a press release today: “The selling [...]

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  3. The New Silk Road Rolls On… • June 13, 2008

    “Now there are many roads, many cars. Supermarkets are coming. Electricity is coming. The Internet is coming. Credit cards are coming. Everything is becoming the same: Chinese goods and American freedom. Very cheap. Very easy.” – Anton Krotov, Russian author, hitchhiking icon *** Updates: LMC, LTR, IRSA Dear Capital & Crisis Investor, I’ve written before about the New Silk [...]

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  4. Sterlite's Historic Takeover • June 6, 2008

    Dear Capital & Crisis Investor, A mean storm rolled through the Washington area Wednesday night, knocking out power in some places. The powers that be even decided to close schools on Thursday because of “widespread power outages.” I have power in my house at least. But I never saw the kids beam so. A bright and sunny [...]

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  5. New Buy Recommendation! • June 2, 2008

    “Buying cheap is the best hedge.” – Charles Davidson Dear Capital & Crisis Investor, I love buying companies cheap on a sum-of-the-parts basis. I especially love it when we also have a savvy insider along with us. I think we have both in our newest investment idea. The insider, in this case, is Charles Davidson. He owns 36% [...]

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  6. Marcellus Shale: Invest in the Great Pennsylvania Land Rush of 2008 • June 1, 2008

    The Wall Street Journal calls it “a land rush unmatched anywhere in North America.” The locals shake their heads in disbelief and chuckle at their good fortune. “We’ve never seen this kind of money around here before,” says Terry Jacobs. He is the president of a little family-owned Pennsylvania oil company. The money he’s talking about is [...]

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