The Real Returns Report, Apr. 30, 2012

The Real Returns Report, Apr 30 2012

The Real Returns Report, Feb. 27, 2012

The Real Returns Report, Feb 27 2012

The Real Returns Report, Feb. 21 2012

The Real Returns Report, Feb 21 2012

The Economist interview, part 2

The second part of my interview with Philip Coggan, aka Buttonwood, the financial markets columnist of The Economist, is out. It's a must-read for serious investors:

Greece Is Just the First to Default, Feb. 15

The U.S. edition of Buttonwood's new book, Paper Promises: Debt, Money and the New World Order, was released in the U.S. last week.

The Real Returns Report, Feb. 13, 2012

You'll find the latest issue of the  Real Returns below. I've added the Russell 2000 to the Value Map in order to get a handle on the small-cap segment of the stock market. Please leave any feedback in the Comments section below -- I'll be happy to respond to any questions or criticisms.

The Real Returns Report, Feb 13 2012

The Economist Interview, Part I

The first part of my interview with Philip Coggan, aka Buttonwood, the financial markets columnist of The Economist, is out. It's a must-read for serious investors:

The U.S. and China: A Duel to the Debt, Feb. 8

The U.S. edition of Buttonwood's new book, Paper Promises: Debt, Money and the New World Order, was published on Monday.

The Real Returns Report, Feb 6, 2012

The third issue of the Real Returns Report is available below. Questions or feedback (good, bad or indifferent)? Please leave either (or both) in the comments section -- I'll read it and respond.

The Real Returns Report, Jan 6 2012