CJM - Investing Blog

Monday, March 14, 2005

Great resource

Wow.. Check out these newsletters. Great stuff here.

Century Management Library

In fact the 2004 Newsletter is the best thing I have read in a while...


The scope of this publication is greater than any we have written in our 30-year history. The purpose in writing this report is to point out that financially speaking, we are living in historic times. It is extremely unusual for all major asset classes (stocks, bonds, and real estate) to have been bid up to what appears to us as unsustainable levels, all at the same time.

Today, we are seeing market conditions this country has experienced perhaps only four times in the last 80 years. However, each time these similar conditions occurred, they created enormous opportunities for great returns. Therefore, while we want to point out the financial problems that are worrisome, we also want to prepare you for the future investment opportunities they will create.

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