The Quarterly Report

Iron Capital’s quarterly investment newsletter through which we share our views on investing your assets in the current market environment.

First Quarter 2012 - Mr. Smith Goes to Wall Street.

One simply cannot serve two masters: one cannot ethically be on both sides of the table.

Post date: April 2012

Fourth Quarter 2011 - We’re Making Good Time

When I began research for this article I thought I would talk about how increased regulation has slowed economic growth and created uncertainty, and therefore decreased investment returns while increasing volatility...

Post date: December 2011

Third Quarter 2011 "The Value of Knowing How to Find a Value"

Our philosophy: We believe in owning companies, not trading stocks.

Post date: October 2011

Second Quarter 2011 - Inflation

The moral of this story is that it just isn’t as easy to inflate things today as it was in the ’70s.

Post date: July 2011

First Quarter 2011 - There is no ‘Alternative'

Don't Follow the Crowd

Post date: May 2011

Fourth Quarter 2010 - Indexing is Evil!

Index funds have costs, and those costs are higher than most people realize.

Post date: February 2011

Third Quarter 2010 - A Taxing Debate!

Should we raise taxes?

Post date: November 2010

Second Quarter 2010 - Ignorance Is Bliss. Or Is It?

There has been a great deal of volatility in the market over the last quarter, and I believe much of it is driven by pure ignorance.

Post date: August 2010

Research & Commentary

The Quarterly Report