Category: Capitalist Viewpoints

This is Who Will Save The World!

Japan has just shocked the market with…you guessed it, a widening trade deficit. We spilled a fair bit of digital ink explaining why the Japanese Government fiscal situation is a moth in search of a flame. Our complimentary report which you can download, print and doodle on anytime you please…(really we’ll take

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Pushing Against the Mainstream

I was a rebel while in school. I wasn’t the ill-mannered brute beating up smaller kids, and I wasn’t the obnoxious snot-nosed brat who swore at teachers because Daddy and Mommy hadn’t taught any manners, I was simply the type who challenged authority. Of course my tantrums made no logical sense, and I had

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Jailbreaking Education with David Blake

One of my pet passions is education. This stems from having experienced a range of different education mediums, coupled with an intense desire to provide my own children with the best education possible. It’s a topic that should be on everyone’s radar simply because education should NEVER be something one

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The Cliff Edge is Safe… Really!!

Our friend Harris Kupperman recently wrote an interesting article asking the question, “Does Real Estate Equal A Bond Short?” If you haven’t read his occasional musings you should. He’s sharper than the hairpins at Monaco. To summarize Harris’ article: You’re not buying Real estate per se, what you’re buying is

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Smashed ‘em Bro!

There is a late night sports show in Australia and New Zealand which I’ve watched only once or twice. It’s called “Crowd Goes Wild.” They have this segment they run where they usually show a rather spectacular rugby collision or tackle. It’s very aptly termed, “smashed em bro.” The equities

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Japan – Like Zimbabwe?

I’m a big fan of buying bombed out sectors, but only where a catalyst to change the environment for the better is evident. Zimbabwe qualified a couple years ago, and still does. Japanese equities certainly qualify today as well. When I look at Japanese equities, the case can certainly be made

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