Outside the Box, February 2011
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February 28, 2011
Here is the free speech I mentioned by my very good friend Pat Cox. I hope you enjoy it as much as I did. And if you want to subscribe to his letter at over 55% off (just for my readers through March 15) click on the link below the presentation.
Now, I know the sales promotion in Part Two is over the top, typical of investment letters, and not my style at all; it is just what investment newsletter publishers do. But that does not take away from my respect for Pat and the quality of his...
February 21, 2011
One of my favorite analysts is Ed Easterling of Crestmont Research. We used to get together a whole lot more when he lived in Dallas, but he has since moved to the wilds of Oregon. Ed’s first book, Unexpected Returns, is a classic work that I think is a must-read for all stock market investors.
And now he favors us with yet another book, called Probable Outcomes: Secular Stock Market Insights, in which he takes on the mostly silly research, done by so many analysts, that purports...
February 17, 2011
Mubarak resigned, journalists packed their gear, and CNN went back to talking about obesity statistics – but Egypt's troubles are far from over. After weeks of protests (leading to strikes and, understandably, no tourists), the country's economy took an estimated 1.5 billion-dollar punch to the face.
This appears to be the tip of the iceberg for Egypt's economical woes, however – as you'll read in the piece below from STRATFOR, a global intelligence company I've come to know and love. Mubarak's...
February 14, 2011
This week’s Outside the Box is a little unusual, even for me. But it will be fun, informative, and thought-provoking. My friend Andy Kessler has written another irreverent, gonzo book called Eat People: And Other Unapologetic Rules for Game-Changing Entrepreneurs. He has graciously allowed me to copy his introduction as this week’s missive.
Andy gives us 12 Rules and a Bonus Rule that characterize game-changing companies. They are: Scale, Waste, Horizontal, Edge, Productive, Adaptive, Eat...
February 7, 2011
Today’s OTB features an excerpt from my friend Vitaliy Katsenelson’s recently published The Little Book of Sideways Markets. Vitaliy is CIO at Investment Management Associates, a value investment firm in Denver, and he is a prolific and engaging writer (you can find and subscribe to his articles at http://ContrarianEdge.com). I had the pleasure of writing the foreword to Vitaliy’s book, and here is a brief excerpt:
“Markets go from long periods of appreciation to long periods of stagnation....
February 3, 2011
When protests started in Egypt last week, mainstream news outlets cried "democracy!" and compared the situation in Egypt to the Berlin Wall and Tienanmen Square. Meanwhile, STRATFOR (an intelligence company I've followed for years) spoke of a different possibility. At the time it may have been counterintuitive for most institutions to draw parallels to 1979 Iran, but my friend and the company's founder, George Friedman, produced an internal document that raised that possibility. Days later,...