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Our newsletter pulls you inside a world of insightful, humorous and contrarian investment advice straight from our global network of experts.

 
Chris Mayer
Chris Mayer

Christopher Mayer is the editor of the US Fleet Street Letter. His contrarian essays have appeared on a number of websites and publications including the Mises Institute, the Freeman, GoldEagle.com, LewRockwell.com, FiendBear.com, PrudentBear.com and Individual Investor Magazine. His views on financial matters have also been widely quoted, including in the highly regarded Grant's Interest Rate Observer.

 
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Investors Take A Sudden Interest In Railroad Business - by Chris Mayer

In the U.S., several savvy investors have taken a sudden interest in the good old railroad business. Warren Buffett recently bought stakes in three freight railroads: Burlington Northern Santa Fe Corp., Union Pacific Corp. and Norfolk Southern Corp. He was not alone. But those surviving railroads are making big profits. "Strong demand for coal, agricultural and container services - the 'holy trinity' of freight - has trains running at full steam," says The Economist. The railroads gush cash, some of which they pay out in higher dividends and to buy back stock. The rail renaissance is on...


Bad Markets, Good Investing - by Chris Mayer

Some of what makes a great investor is baked-in natural talent, beyond imitation in the same way countless hours of golf practice won't turn you into Tiger Woods. But some things you can copy. In fact, a few things are very easy to copy. Three of them include: discipline in the price you pay for an investment, keeping your turnover low (sticking with your investments longer) and focusing on your best ideas. Research supports the idea that the best-performing investors concentrate on their best ideas.


New Silk Road: The Surge In Trade Between The Middle East And Asia - by Chris Mayer

There is a Silk Road revival, though, at least metaphorically. The old trading posts worked in storied cities such as Samarkand, Kashgar and Meshed. The new Silk Road weaves through Dubai, Riyadh, through Mumbai and Chennai in India, to Kuala Lumpur, Singapore, Hong Kong - even as far as Tokyo. Like the old Silk Road, the new one is not a road either. But it is a useful metaphor to describe the surge in trade between the Middle East and Asia. Between 1995- 2005, trade between these two regions increased fourfold...


The Key to the Commodity Boom - by Chris Mayer

The market has knocked the stuffing out of many commodities of late. Crude oil is down 35% from its record high of $78.40 in July to a 19-month low as I write....


Power Grid Shortages an Investment Opportunity - by Chris Mayer

Recently, Chris Mayer reported on the pressing issues facing power grids all over the world. Today, he points out the investment opportunities that relate to this power crunch...


US grain farming disaster: a prediction for China? - by Chris Mayer

....As with the Great Plains, northern China is dry and farmed intensely. Already, Chinas farmland is turning to desert at an alarming rate.....


Sell the weak dollar; buy tangible assets - by Chris Mayer

...Eventually, all paper currencies find their true level at the zero mark. Thats bad news for dollar-holders, but good news for the holders of gold, commodities and tangible assets of all sorts...


A recent history of the stock market - by Chris Mayer

...The historical record reminds us that common sense ultimately prevails. Herds, as a rule, make for poor investors...


Will the US housing bubble mean a recession? - by Chris Mayer

...As US housing investment retraces, a recession of some sort looks like a lock...


Investing abroad - by Chris Mayer

...Plenty of options lay before investors these days. Consider the opening up of Eastern Europe or the booming economies of Asia...



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