The Quarterly Report

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

Second Quarter 2010

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

Fourth Quarter 2009

JOBS: There is a legend of an economist who travels to a developing country to help the native people build a dam...

Post date: February 2010

Third Quarter 2009

One Year After the Meltdown of 2008

Post date: November 2009

Second Quarter 2009

This is a time for active management. It is a time when it is critical to understand what we own, and what is happening to those businesses.

Post date: July 2009

First Quarter 2009

Fear defined us in 2008, and just like the wise master counseled a long time ago in a galaxy far far away,
fear has led to anger.

Post date: April 2009

Fourth Quarter 2008

Lehman Brothers is no more. AIG has become a ward of the state. There are no longer any big independent
Wall Street investment banks. The market has crashed. Madoff stole a record $50 billion. Etc.

Post date: January 2009

Third Quarter 2008

Like Democracy, capitalism is not perfect, but it is the best system we have.

Post date: October 2008

Second Quarter 2008

Who is to blame for $140 oil?

Post date: July 2008

Research & Commentary

The Quarterly Report