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Explore our investment ideas in our Monthly Commentaries and television interviews.


December 2011: 12 for 2012

November 2011: Pre-Occupied

October 2011: Legs

September 2011: The Real Economy vs. the Financial Economy

August 2011: The Dilemma of Daily Volatility

July 2011: The Declining Importance of the USA (as an export market)

June 2011:  Grumpy Old Men

May 2011: Is the Recovery Over?

April 2011: Our Friend Ben

March 2011: Anatomy of a Panic

February 2011: Bumper Crop

January 2011: Groundhog Day













December 9, 2011: interview on BNN television

Oct 27, 2011 interview on BNN television

June 21, 2011 interview on BNN Television

May 16, 2011 interview on BNN Television




Monthly Commentaries and Media