Clik here to view.
The Cult of Equity Is Dead. Long Live Equities.
In pre-republican France, upon the passing of a sitting monarch the Duc d’Uzès would proclaim “The King is dead. Long live the King!” The idea, of course, was that a new king was rising up to take the...
View ArticleClik here to view.
Dazed and Confused No More: Dutch to Consider Closing “Coffee Shops”
The incoming Dutch government is considering strict new regulation of Amsterdam’s cannabis cafes and red light district. The moves would significantly shrink the red light district and could end up...
View ArticleClik here to view.
John Law: Rake, Murderer, and Father of Central Banking
I commented in a previous article that “if you think that Fed Chairman Ben Bernanke is unpopular, consider the tragic case of Takahashi Korekiyo, who served as Bank of Japan governor from 1911-1913 and...
View ArticleClik here to view.
How to Choose the Right Dividend ETF
The stock market hasn’t returned a single red cent in over twelve years, as measured by the S&P 500. Twelve years is a long time to go without earning a return on your investment, particularly if...
View ArticleCharles Sizemore Live on Fox Business News
Watch Sizemore Capital Managment’s Charles Lewis Sizemore, CFA give his thoughts on the market to Lori Rothman of Fox Business News Watch the latest video at video.foxbusiness.com If you cannot view...
View ArticleClik here to view.
Review of John Mauldin’s Endgame
“What were we thinking?” ask John Mauldin and Jonathan Tepper in the introduction to their latest book.“In a way, we acted like teenagers. We made the easy choice, not thinking of the consequences. We...
View ArticleClik here to view.
The Arab Spring and Demographics
In January, the world watched in shock as a 26-year-old Tunisian fruit vendor lit himself on fire to protest the regime of Zine El Abidine Ben Ali and sparked a revolution that spread across the...
View ArticleClik here to view.
The Land of the Setting Sun
Japan’s sovereign credit rating was downgraded by Standard & Poor’s in January. The rating agency lowered Japan to “AA-,” citing Tokyo’s lack of a coherent strategy for dealing with its soaring...
View ArticleClik here to view.
An Anniversary We’d Prefer to Forget
Men are not always the best about remembering anniversaries, but there are a few that we would all like to forget. This past Sunday marked the two-year anniversary of the infamous “Flash Crash” of May...
View ArticleThe Ins and Outs of International Investing
What do BMW, Burberry and Prada have in common? Well, yes, all three are European companies with an old pedigree that produce highly-sought-after luxury goods, but besides that? Unlike some of their...
View ArticleClik here to view.
Risk, Return, and Reality Revisited
This article originally appeared in the November 2008 HS Dent Forecast Newsletter. In the year and a half that has passed, the key insights remain: this recession is fundamentally different from all...
View ArticleClik here to view.
Human and Economic Evolution
Demographic trends and their effects on the economy are a big part of our research. We generally have a practical goal, such as estimating the demand for a company or industry’s products. However,...
View Article