Sizemore Insights

By Charles Lewis Sizemore, CFA
Gold is a frustrating investment, even for its proponents.  Actually, “disciple” is probably a better a better word for the truly-committed gold investor.  More than any other asset class, gold tends to create a quasi-religious cult around itself.  An investor might buy a stock.  But they believe in gold. Unfortunately, gold is often the god that...
Read More
I saw a headline this week that really caught my eye: “Saudis Cut Oil Output to Lowest in a Year.” Generally, Saudi Arabia cuts its oil output for one and only reason: demand has slackened due to a weak economy, causing the price to fall.  But then, that was before “fracking.” The Saudi move to cut...
Read More
Sometimes, you just need tequila.  It’s not really a matter of wanting it. Perhaps it’s due to an inner self loathing, or perhaps it has something to do with the naughty fun involved with grabbing a slice of lime off the navel of a perfect stranger at a bar with your teeth.  Whatever your reason might...
Read More
In terms of generating raw frustration among investors, India is a hard country to beat.  It has the second-largest population in the world, but unlike number one China, it also has a young, English-speaking workforce.  The country has a large and successful diaspora scattered across the globe and old trade ties that date back to the...
Read More
Part of me really missed the guy.  There was something naturally endearing about Silvio Berlusconi. Perhaps it was his ability to charm women 50 years his junior or his complete disregard for the conflicts of interest involved with being your country’s national leader and one of its richest men and the owner of its most influential...
Read More
1 150 151 152 153 154 196