March 2006: Sample Issue: Division of Bread
There's a lot of news and data to digest this month, and some exciting investment opportunities to discuss, but let's begin with cross-dressing and this simple observation: some men can do it better than others. February 2006: Sample Issue: That's Crazy Talk, Mate!!
How Iran's nuclear program will overturn the social and political order of the world and accelerate the bull market in hard assets. BETA Issue: Strategic Short Report: August 2007
The recent Bear Stearns hedge fund implosions remind us that leverage matters - especially when it's used to speculate in risky, illiquid assets. Blowups occur when illiquid assets that must be sold cannot be sold in a market paralyzed by fear. In the case of Bear Stearns, this was the CDO market. BETA Issue: Strategic Short Report: September 2007
Think of the last time you bought a house or refinanced a mortgage. How did you decide on where to get your mortgage? Many mortgage shoppers who compare quotes online discover a stunning array of choices. BETA Issue: Strategic Short Report: October 2007
The appetite for risk among stock market speculators is reaching a frenzied peak. Look no further than the movement in stocks like Google, Research In Motion, and Amazon. They continue to skyrocket in the face of a deteriorating environment for the American consumer. All three companies have huge exposure to consumer spending. BETA Issue: Strategic Short Report: November 2007
Would you buy a heavily indebted manufacturing business with high fixed costs, thin competitive advantage, exposure to high commodity and energy prices, and unionized labor? Oh, and demand for your product is not only falling, but will likely erode even faster in 2008? | 
