The Bourbon Boom: Is It Investable?

Bourbon whiskey lovers rejoice: Production of your poison of choice has risen to levels last seen in the 1970s.
For whiskey to legally meet the definition of “straight bourbon,” it must be aged a minimum of two years in new charred […] Continue Reading…

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Twitter Banter: Dividend ETFs

My recent post on dividend ETFs led to a good Twitter exchange:

Choosing the Right Dividend ETF – Sizemore Insights http://t.co/8yUtkin6bw $DVY $DIVI $VIG $PEY $PFM $SDY— Charles Sizemore (@CharlesSizemore) August 21, 2014

@CharlesSizemore I've actually been digging $QDF lately on […] Continue Reading…

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Mohnish Pabrai: “Dhandho. Heads I win; Tails I don’t lose much”

Great presentation by Mohnish Pabrai, one of my favorite investors and author of the Dhando Investor (see my review here).

I’m not sure I agree with Pabrai that Google (GOOG) is future proof, but then, I’ve consistently underestimated Google over the […] Continue Reading…

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Choosing the Right Dividend ETF

Well, it happened — again. The 10-year Treasury fell all the way to 2.3% last week on a string of bad geopolitical news and mixed economic data. The last time yields were this low was June of last year, […] Continue Reading…

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Macro Trend Webinar Q&A

In this week’s update, I answer some questions from subscribers that I wasn’t able to get to during the Q3 webinar—everything from Africa to U.S. infrastructure to interest rates. As always, remember that you can send in any questions you have about the portfolio or about investing globally in the current environment to our customer service email address if you want me to answer them in an issue or update. […] Continue Reading…

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