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Market Commentary from Charles Lewis Sizemore, CFA

This blog is designed to offer a contrarian view of the economy, financial markets, and politics. Charles Sizemore will post comments as news and market conditions warrant.
Market Commentary from Charles Lewis Sizemore, CFA Blog  
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Gold is a Lousy Investment

Nov 22, 2009
Yes, you read me correctly. Gold, despite recently surging to new all-time highs, is a truly lousy investment. And this is not just my view; it is the view of Benjamin Graham, the mentor of Warren Buffett and the father of modern investing! Consider...

Must the Dollar Fall if Stocks Rise?

Nov 19, 2009
You know the drill: stocks up, dollar down. With investors rediscovering their appetite for risk, the dollar has lost its appeal as a safe haven and has resumed the downtrend it was in long before the financial crisis. So, a falling dollar only makes...

It Appears that "Retail Therapy" is not Dead

Nov 6, 2009
Despite being in "bunker mode," in which virtually all non-essential spending has been trimmed or eliminated, consumers have continued to buy shoes by the box loads (see "A Not-So-Guilty Pleasure"). The question begs to be asked: Why? The New...

My New SFO Weekly Trade: Short the Euro

Nov 2, 2009
My new trade recommendation in SFO Weekly is to Short the Euro.  Here is a snippet from the article: In perhaps the greatest contrarian signal we’ve seen to date concerning the dollar, Barron’s reported that several sovereign borrowers –...

New "Trade of the Month" in SFO Magazine

Oct 26, 2009
My recommendation is the "trade of the month" in the November issue of Stocks, Futures, and Options Magazine: "Watch the Herd and Be Contrarian" Here's a snippet from the article: Traders and investors are well aware that the crowd is generally...


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