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  1. Safe-Haven Investment Ideas • August 29, 2008

    “The house is burning. Let us warm ourselves.” – Spanish saying. Dear Capital & Crisis Reader, It’s 1967. The Cold War is in full swing. The Soviet Union casts a long shadow across Europe. A German duke, Carl Herzog von Wurttemberg, thinks that Germany is uncomfortably close to it all. In what and where does the duke put his [...]

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  2. The North Pole: Next Russian Target? • August 22, 2008

    Tess: You know what your problem is? Danny: I only have one? – from the movie Ocean’s Eleven Dear Capital & Crisis Investor, Vladimir Zhirinovsky was cheerfully handing out pictures of a Russian flag planted in the seabed at the North Pole. Zhirinovsky is the head of Russia’s Liberal Democratic Party. One reporter described him as a “flamboyant Russian [...]

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  3. The Paycheck Portfolio • August 18, 2008

    “The ship runs free… Free as a cloud she goes, with the sun in the east a brass balloon and the shadow adrift in her lee, undulating shadows that swell and collapse in convoluted patterns. Beneath her bows play the porpoises — rending the sea, trailing scarves of stillborn bubbles, lunging sideways in ecstasy, breaching [...]

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  4. Updates: CNQ, GPOR, LMC, NFG • August 8, 2008

    (Please Note: The alert below was originally sent with the Issue Announcement for the Septemeber 2008 Issue, on August 8th, 2008) Now onto some portfolio updates… *** Canadian Natural Resources Canadian Natural Resources (CNQ:nyse) reported strong results. It handily topped the Street’s expectations, coming in at $1.78 — 49 cents better than the consensus guess. Revenues were up [...]

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  5. The Green Tsunami • August 1, 2008

    Road building is a dirty business. Those big, heavy, loud, smoke-belching machines roll down the street announcing their presence like Hannibal’s war elephants. There is that unmistakable and potent smell that seems to penetrate walls. And that hot, sticky asphalt. My street recently was repaved. It was quite an operation and went on for several weeks. [...]

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  6. More Earnings Updates! • August 1, 2008

    Dear Capital & Crisis Reader, Having recently returned from the Ninth Annual Agora Financial Investment Symposium in Vancouver, I have a lot of notes and ideas to chew on. There were many presentations and workshops over the four-day conference, which started early every day — sometimes as early at 6:45 a.m. — and, some days, ran [...]

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