So simple and so crude – yet so very effective. The cockroach is hard to kill and fit for any environment. In markets, we also have cockroaches. One of the types would be the holding company with lots of cash…
March 10th, 2010 | Chris Mayer | 2 comments | ContinuedArchive for Chris Mayer
Chris Mayer is a veteran of the banking industry, specifically in the area of corporate lending. A financial writer since 1998, Mr. Mayer's essays have appeared in a wide variety of publications, from the Mises.org Daily Article series to here in The Daily Reckoning. He is the editor of Mayer's Special Situations and Capital and Crisis - formerly the Fleet Street Letter.
Titanium Metals (NYSE:TIE): Investing in Aviation Growth
I’ve focused mostly on civil aviation. But there is also defense spending. In the Middle East, defense spending will probably rise to more than $100 billion by 2014, from only $36 billion now…
March 5th, 2010 | Chris Mayer | 5 comments | Continued
Emerging Markets Are Still a Buy
The emerging markets have “emerged,” as you will see. For you and me a big opportunity has also emerged in something called the Great Convergence.
February 26th, 2010 | Chris Mayer | 0 comments | Continued
My Favorite Energy Plays: Geothermal and Nuclear
“I really like geothermal,” he says. And the US is one of the best places in the world to develop geothermal reservoirs into power-generation facilities. Political consensus in the US is that geothermal is good…
February 11th, 2010 | Chris Mayer | 2 comments | Continued
To Design a Poor Investor, Look No Further Than the Typical Mutual Fund
I’ve long held that mutual funds are full of bad habits, like a boy who can’t stop picking his nose or burping at the dinner table.
February 5th, 2010 | Chris Mayer | 3 comments | Continued
Buy Oil Stocks… No Matter What
Of course, no one knows what the price of oil will be, but there is no shortage of forecasts. Goldman Sachs says it will be $95 by the end of 2010. Deutsche Bank says $65.
January 27th, 2010 | Chris Mayer | 1 comment | Continued
Made in Japan: A New Bull Market
In March 2009, Montier updated his findings and found more net-nets than ever. Again, more than half were in Japan. He called Japanese small caps among “the cheapest assets on earth.”
January 21st, 2010 | Chris Mayer | 5 comments | Continued
Of Soybeans and Silver
Silver jumped out of the gate to begin 2010 with a flying start. It climbed a remarkable 9.7% in this year’s first week of trading to end the week at $18.45.
January 14th, 2010 | Chris Mayer | 1 comment | Continued
Anthony Bolton on China
In 2007, Bolton hung up his spurs…but not for long, as it turned out. Bolton, who will be 60 in March, is back in the game. What draws the old gunslinger out of retirement is a big opportunity he feels he can’t miss out on.
January 12th, 2010 | Chris Mayer | 2 comments | Continued
The Trade of the Century
When you think about hot commodities right now, you probably don’t think of water…
January 8th, 2010 | Chris Mayer | 8 comments | Continued