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Investing in the age of the frugal American
Investors can still make a decent profit under these conditions, assuming they choose investments wisely and pay a reasonable price.
Manager Commentary Charles Sizemore on 19 Feb 2012
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Thank the ECB for 2012's strong start
None of this suggests that Europe’s problems are fixed of course.
Manager Commentary Charles Sizemore on 15 Feb 2012
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Decoupling? Not in this lifetime.
Emerging markets were supposed to untether themselves from the debt-burdened West and find their own way in the world. It didn't work out that way.
Manager Commentary Charles Sizemore on 12 Feb 2012
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Risk aversion ad absurdum
Surprisingly, the children of the baby boomers are now the most conservative investors - a buy signal?
Manager Commentary Charles Sizemore on 6 Feb 2012
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Japan's endgame nears
Japan’s economy has been a slow motion train wreck for the past 20 years.
Manager Commentary Charles Sizemore on 26 Jan 2012
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The 'Presidential Cycle' is rubbish
The lie, of course, is that you can get money for nothing, that it is possible—and even easy—to beat the market without doing any real work.
Manager Commentary Charles Sizemore on 20 Jan 2012
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My best and worst stocks in 2011
A cheap stock can always get cheaper and it pays to cut your losses early.
Manager Commentary Charles Sizemore on 15 Jan 2012
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Profiting from the art boom
Skip the canvases and go to the trend driving returns: the rise of the global nouveau riche.
Manager Commentary Charles Sizemore on 11 Jan 2012
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It's time to come out of the bunker
2011's volatility will be burned into investors’ memories for a long time to come.
Manager Commentary Charles Sizemore on 6 Jan 2012
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Two more beaten-down European stocks for 2012
Right now, the best pricing is in European dividend payers.
Manager Commentary Charles Sizemore on 5 Jan 2012
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