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Posts by: Chris Mayer

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Chris Mayer

Chris Mayer is managing editor of the Capital and Crisis and Mayer’s Special Situations newsletters. He also is a contributor to the Daily Reckoning. Graduating magna cum laude with a degree in finance and an MBA from the University of Maryland, he began his business career as a corporate banker. Mayer left the banking industry after ten years and signed on with Agora Financial. His book, Invest Like a Dealmaker, Secrets of a Former Banking Insider, documents his ability to analyze macro issues and micro investment opportunities to produce an exceptional long-term track record of winning ideas. Mayer’s commentary has been featured by MarketWatch, Russia Today TV, the Atlanta Journal-Constitution, and the Huffington Post.

  1. Capital & Crisis

    What’s Still Cheap? Hint: It Starts With an “L” May 23, 2013

    Fewer and fewer undervalued stocks to choose from, but there’s one sector that I think is still cheap! A few tickers, including my favorite in the sector, which I’ll update here.…Read more…


  2. Daily Resource Hunter

    One Of The Best Bull Markets In The World — Mongolia Is A “Buy” May 20, 2013

    Find the best bull markets in the world. Get in early. Buy the best assets. Ignore the volatility. And enjoy the ride. That was the basic formula Harris Kupperman, CEO of Mongolia Growth Group, presented at the Value Investing Congress in Las Vegas. MGG checks all these boxes. It has great assets, acquired early in a massive bull market. Mongolia Growth Group is a buy.…Read more…


  3. Capital & Crisis

    Crowds, Mencken and Wisdom from Two Great Investors May 17, 2013

    The market is giving us the “all-clear” sign as it barrels on to new highs seemingly every other day. What should we make of this? To answer that question, I want to come at it in a different way. What follows is, admittedly, an eclectic mix. (Hey, it’s a slow Friday…) I want to first turn to a 19th century classic on crowds. And then look at what a couple of great investors say now — Seth Klarman at Baupost and Paul Singer at Elliott. Let’s have a look……Read more…


  4. Mayer's Special Situations

    Bone in the Throat May 15, 2013

    There are more commercial mortgages coming due this year than in any other year on record. I must’ve made tens of millions of dollars of property loans in my banking career, so I’m diving in on this one stock. Plus, two sells……Read more…


  5. Capital & Crisis

    Greetings From Las Vegas — Plus, Updates! May 10, 2013

    We were somewhere along the edge of the desert west of Las Vegas. I remember saying something like “I feel a bit lightheaded; maybe you should drive…” It was in a yellow Lamborghini. Then I met with the top dog at Summerlin…Read more…


  6. Daily Resource Hunter

    How You Could’ve Made 140%… From “Armchair Farming” May 8, 2013

    Two summers ago, I visited Regina, the capital of Saskatchewan. I’ve been writing about investing in farmland there since 2008. I showed readers how to invest in Assiniboia’s farmland partnership. The price was about $26 per unit. Today, it’s about $58 per unit – plus investors have received $2.66 per unit in distributions. All-in, that’s …Read more…


  7. Daily Resource Hunter

    A Tale Of Two Tomatoes May 7, 2013

    In the summer of 1920, Ralph Borsodi stumbled on a life-changing insight — and one that we can apply today. It all began when his wife canned tomatoes for winter use. Ralph, having “an incurable bent for economics,” wondered if it paid — or if they were better off just buying canned tomatoes from the …Read more…