Market Commentary from Charles Lewis Sizemore, CFA

This blog is designed to offer contrarian analysis of the stock market and the economy. The key to investment success, in the ..

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This blog is designed to offer contrarian analysis of the stock market and the economy. The key to investment success, in the words of George Soros, is to identify the trend whose premise is false...and bet against it. Charles Lewis Sizemore, CFA will post comments as news and market conditions warrant. The views expressed in this blog are intended for discussion and analysis, and nothing written in these pages should be viewed as specific investment advice.
Added: December 12, 2009
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Type: Blog
Language: English
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Schizophrenic Bond Vigilantes and Other Market Tales

Published on 2011-12-01 05:00:33

Sometimes it is really hard to believe that Wall Street is run by serious, highly-educated professionals.  You wouldn’t hear a doctor use a ludicrous expression like “Santa Claus Rally.”  You wouldn’t take an accountant seriously if you heard them utter pithy nonsense like “Don’t frown, average down” or “Buy on the rumor, sell on the [...]

Tiffany, Wal-Mart and the Two Americas, Part II

Published on 2011-11-30 12:30:28

At the end of  August I wrote about the diverging fortunes of the “Two Americas” and used the relative performance of high-end jeweler Tiffany & Co (NYSE: $TIF) and the Everyman’s store Wal-Mart (NYSE:$WMT). (See “Tiffany, Wal-Mart and the Two Americas”).  While Tiffany had been enjoying massive sales and profits gains—and this despite rising costs [...]

Charles Sizemore on Straight Talk Radio

Published on 2011-11-29 15:18:27

Charles Sizemore, editor of The Sizemore Investment Letter, appeared this week on Mike Robertson’s Straight Talk About Money radio show.  To listen to Charles and Mike discuss the ongoing European debt crisis and their outlook for the stock market in 2012, please click here to download the audio. Sizemore Financial Publishing



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