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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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Look under the hood of that Emerging Markets ETF
Be sure to check the sector allocation of an ETF to see if it really accomplishes what you're out to achieve.
Manager Commentary Charles Sizemore on 29 Dec 2011
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Charles Sizemore in Wall Street Journal video interview: Buy Germany
The interview with the WSJ's Evan Newmark was a followup to Charles' MarketWatch article on investing in Germany at this moment of crisis in Europe.
Covestor News Charles Sizemore on 28 Dec 2011
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I expect 2011 to end on a high note
To borrow what Winston Churchill said about the Americans, “European politicians will do the right thing after exhausting all other options.”
Manager Commentary Charles Sizemore on 14 Dec 2011
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Risk On / Risk Off and the Economics of Moneyball
Risk on, risk off. No four words could better describe the frustrating year that was 2011.
Manager Commentary Charles Sizemore on 8 Dec 2011
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Schizophrenic bond vigilantes and other market tales
Sometimes it is really hard to believe that Wall Street is run by serious, highly-educated professionals.
Manager Commentary Charles Sizemore on 1 Dec 2011
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When in doubt, follow the masters
During tough times like these, I sometimes like to do what your college professor might have called “cheating.”
Manager Commentary Charles Sizemore on 23 Nov 2011
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What Buffett sees in DirecTV, Intel and Visa
Each is a leader in its respective industry, and all three benefit from durable, long-term macro trends.
Manager Commentary Charles Sizemore on 17 Nov 2011
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What we can learn from what Big Money thinks
While institutional managers are often sharper than the average investor, they can be every bit as prone to herding behavior.
Manager Commentary Charles Sizemore on 8 Nov 2011
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