Quarterly Investment Commentaries






 

    2011
    1Q - Do All Good Things Come to an End (Sooner or Later)?
    2Q - 2011 U.S. Federal Budget Deficit of $1.6 Trillion: An Existential Crisis
    3Q - 2011 Bear Markets: Both Cyclical and Secular
     
2010   2009
   
1Q - Seeing Through a Glass, Darkly
4Q - 2010: Good News, Bad News
 
 
 
2008   2007
2Q - Brazil: The Best Investment in the BRIC Countries?
3Q - The Panic of 2008
 
2Q - Sitting Tight in a Bull Market
3Q - The Global Spread of Capitalism

2006

 

2005 

 
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  2003
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2002
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  2001
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2000
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  1999
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1998
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  1997
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1996
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  1995
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