Strategic Investment

Dear Strategic Investment Reader,

My first car was a Chrysler.

My dad, a mechanic for over 40 years, hated my choice.

He told me “You’re just going to throw good money after bad on that piece of junk! Sell it now, while you have a chance”. Three months later, the transmission was completely shot. My dad looked at it and told me that the engine would be next.

He was right. This $800 car suddenly morphed into a $3,800 proposition.

Why do I bring up this story? Because it speaks volumes for what’s happening all over the world right now.

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Tags: Bad debts, Bailout, Chrysler, Default, Euro, europe, Greece, Italy, Portugal, Spain

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There are compelling similarities, as well as differences, in the decline of British economy as compared to the current decline of the United States. Both economies were running trade deficits prior to the inflexion crisis, although the British paid for their consumption from the profits of the Empire.

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Obama has it.

“Deficit Attention Disorder,” that is.

So does the majority of our birdbrained Congress.

They proved themselves remorselessly determined to squander another $938 billion out of an empty pocket to enact bad health care ideas from a smoker.
What are they thinking?

Obviously, they don’t read Strategic Investment.
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Al Gore’s Evil Plot to Make a Billion Dollars By Starving the World’s Poor

“For well you know that it’s a fool who plays it cool by making his world a little colder.”

– The Beatles

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Strategic Investment
Monday, March 9, 2010
By Charles Delvalle

Dear Strategic Investor,

It’s funny how short-sighed the market can really be. But that never means that you should lose focus of the big picture. Your stash of cash depends on it.

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Tags: Brazil, Greece

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Dear Strategic Investor,

Before I go on with this week’s briefing, there are some trades we need to get out of the way first…
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Tags: Bonds, Citigroup, Greece, Motorola

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Dear Reader,

It was only a little more than a year ago when Barack Obama’s populist rhetoric helped propel the Democrats into absolute control of the Senate and House. My, how things change.

Last week a Republican won “Kennedy’s seat” in Massachusetts.

Say goodbye to a tax on carbon. And say goodbye to an $849 billion healthcare reform bill. The Democrats opportunity to fleece the tax payer has been wasted on internal bickering.

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Tags: carbon, Democrats, Massachusetts, Obama, Paul Volcker, recession, Republican, Scott Brown, TARP, tax, tax payer

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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. Continue Reading »

Tags: aluminium industry, Cash for Clunkers, economy, Fed, government spending, John Maynard Keynes, Obama, Oregon, quantitative easing, stimulus package, stimulus spending, TARP, timber mills

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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 as night time temperatures reach 13 Fahrenheit.

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