Archive for December, 2009

Oregon Suffering a Structural Problem in its Economy

Dear Strategic Investor, It’s amazing how much hustle and bustle there can be in a town supported by government spending. I’m talking about the capital of Oregon and the town I’m spending Christmas at, Salem.

Portfolio Overview

Strategic Invesment Monday, December 14, 2009 By Charles Delvalle Dear Reader, As I sit in my cozy heated home in the Pacific Northwest, I can’t help but think about natural gas. Maybe it’s because my heating bill went up by 130% last month. Or maybe it’s because I know it’s moving even higher this month [...]

The Sunny Side of the Leverage Cycle

Strategic Investment December 8, 2009 The Sunny Side of the Leverage Cycle The Power of the Coupon Your latest issue of Strategic Investment

Thanksgiving Update

Strategic Investment Saturday, December 05, 2009 By Charles Delvalle Dear Strategic Investment Reader, I hope you had a fantastic Thanksgiving last week. I drove an hour south to Eugene, Oregon to spend time with my family there. We had a “vegan” Thanksgiving.

The Real America

Strategic Investment Friday, December 4, 2009 Your December reports The Real America The Future in Demographic Pyamids

The Plague of the Black Debt

By James Dale Davidson You don’t have to be a conservative, a liberal or anything at all to understand America as we know it is about to get flattened. The White House says the deficit will be $1.5 trillion—in 2010 alone. All up, the national debt is now racing past an astonishing $12 trillion. In [...]

Bond Traders Veto Presidents

Bond traders aren’t elected, and they answer to nobody. But they possess knowledge about market prices around the world. They move trillions of dollars a day. And that makes them very powerful. When bond traders see that Obama and the Federal Reserve are really serious about bringing about inflation, they will dump hundreds of billions [...]

Turning Chaos into Cash

Lord Rees-Mogg and I called our first book Blood in the Streets. Its subtitle was “Investment Profits in a World Gone Mad.” A lot of people thought we were overdoing it just a bit. But consider the forecasts we made that came true: The Crash of 1987. The crash in Tokyo stocks and real estate, [...]

Economic Collapse on Cue

by James Dale Davidson At Strategic Investment, our secret is the theory of “megapolitics.” Megapolitics is a concept I developed with Lord Rees-Mogg in Blood in the Streets and The Great Reckoning: Protecting Yourself in the Coming Depression. You don’t have to read the books to understand the main idea: The world is shaped by [...]