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The 12% Letter

Top Ideas

You May Never Have Another Silver-Buying Chance This Good

Ben Morris | June 27, 2016

The piddly 30% gain we've seen so far is nothing. Once it gets going, 200%-plus gains are the norm...  

A Place Where Dividend Yields Are Higher Than P/E Ratios

Steve Sjuggerud | June 27, 2016

Greetings from Hong Kong... I just had dinner with the Churchouses... It's one of my favorite things in the world to do.  

The Death of These American Landmarks Is Imminent

Justin Brill | June 25, 2016

America's shopping malls are dying... Earlier this month, one of the country's largest commercial real estate investment trusts defaulted on its $144 million loan on suburban Detroit's Lakeside Mall.