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Selected Analysis and Commentary

Spear's Security Industry Analyst

Financial newsletter specializing in companies involved in the design, manufacture or sale of products or services related to homeland security and strategic Resources. Monthly in-depth issue with market analysis, stock profiles, buy list, stocks to short. Interim trading alerts issued throughout the month on current events and their impact on companies in this sector.
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  • Is the Sun Setting on the West?
    Monday, September 21, 2009    Full Article

    In last month’s edition we addressed the issue of economic security in the Homeland and we will look into it further this month. The acute phase of the financial crisis is clearly over, but the long-term consequences are just starting to be grasped. In our view, they include the Sunset of the Dollar. This unspoken government policy is the only way to fight deflation.

    The U.S. government’s $18 trillion underwriting commitment to Wall Street will weaken the dollar, supporting a long-term uptrend in energy, commodities, and gold. Our SSIA model portfolios are already 100% positioned to take advantage of this macroeconomic theme. 

  • Defending the Bloat
    Monday, August 17, 2009    Full Article

    The war on terrorism is officially over, and you won’t hear the term ‘jihadist’ used by the Department of Homeland Security, but the war in Afghanistan has just begun and it is not going well. Lessons learned about the risks of asymmetrical warfare in Iraq have not yet been translated into improvements in the field.

  • The Age of Jihad Part III
    Thursday, July 16, 2009    Full Article

    U.S. troops have now moved out of Iraqi cities and the Afghan ‘surge’ is underway.  If the hoped for U.S. economic recovery does not begin in the sec-ond half of 2009, however, the strategy of countering jihadist movements primarily with mili-tary power may become untenable as a U.S. national policy, for economic reasons alone.

  • The Age of Jihad Part II
    Wednesday, June 24, 2009    Full Article

    President Obama gave his first speech aimed at Mus-lims worldwide on June 4th in Egypt. Despite the conciliatory tone, fundamentalist leaders remained skeptical, citing a deep and abiding hatred of America in the region. While the U.S.

  • The Age of Jihad
    Friday, May 22, 2009    Full Article

    In this issue we will step into the treacherous and complex relationship between the West and the Muslim world. Frankly, there is no other Homeland Security issue of greater importance and none about which there is more disagreement.

  • Walking Softly
    Thursday, April 9, 2009    Full Article

    The G-20 summit raised the level of international cooperation with respect to the global financial crisis. That’s a good thing given that it is likely to get worse before it gets better and may result in a Lost Decade for the developed nations. On his first international tour, President Obama positioned himself as an ambassador of peace.

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The first in this niche

We were the first publication to specialize in security-related stocks and ours is by far the best analysis available of this strategically important niche group. We also cover general defense and strategic resource stocks like metals and other commodities and energy companies. And, for more conservative investors, we include a group of high-yield stocks as a Growth & Income Portfolio as well. This portfolio is up 19.3% over the last 12 months, through June 18, 2008, vs -12.6% for the S&P 500.

 

How Are We Doing This?

After the 9/11 tragedy, we knew the security industry would grow dramatically as corporations and governments worldwide focused on security concerns. We also knew it would lead the U.S. to war.

We knew that to avoid being be at the mercy of rumor and public relations specialists, investors would need professional guidance to evaluate companies in the security and defense industries.

That's why we founded the first publication devoted exclusively to independent analysis of companies in this niche industry, Spear's Security Industry Analyst

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