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The beating heart of liberty is the freedom to choose: how you travel, where you live, how you worship. At Capitalist Investment Services, we believe that all investors should also enjoy the right to have their investments managed in a manner consistent with their values. We have created our Heart of Liberty Portfolios to give investors the opportunity to exercise this right.

Feb 25, 2025

Wir Sind Keine Berliner!

Wir Sind Keine Berliner!

In June of 1963, twenty- two months after East Germany had erected the Berlin wall to prevent emigration to West Berlin, President John Kennedy came to Berlin and delivered one of the most famous speeches of…

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Dec 19, 2024

AI Lions and Renewable Straw

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 The wolf shall dwell with the lamb, and the leopard shall lie down with the young goat . . . and the lion shall eat straw like the ox.…

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Aug 12, 2024

Berra, Buffett and the S&P 500

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It’s tough to make predictions, especially about the future. (1)                                                                                                                                                                                                 Yogi Berra

We make investment decisions based on our evaluation of the most profitable combination of probabilities. (2)

                                                                                                            Warren Buffett…

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Jun 27, 2024

All Must Be Possible for the Best of All Possible Worlds

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Back in November in a post titled Biden’s New ESG Rule Radically Alters the Concept of Individual Investing, I argued that IF CO2 emissions will lead to a climate…

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May 31, 2024

Some Battles May Be Over But the War Goes On

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At the moment, climate realists are dancing in the street.  EV sales and the stocks of solar panel companies are sinking (1) (2), offshore wind projects are being abandoned around…

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May 16, 2024

Unattainable Sustainability

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I keep a spreadsheet with links to informative articles I have read on ESG and climate change.  I typically attach key words to each link so I can easily search…

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Apr 4, 2024

Is ESG Really Failing?

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Recently, the ever-vigilant John Hinderaker at Power Line called our attention to a Wall St. Journal article (1) which posits that “the ESG brand probably has its best days behind…

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Mar 21, 2024

Is ESG Impoverishing Us All?

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Do ESG Funds outperform, or are they doomed to lag the overall market?  You can find more studies than you would care to read arguing either side of the question…

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Feb 12, 2024

Weighing and Voting

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In the short run the stock market acts like a “voting machine” (reflecting all kinds of irrational attitudes and expectations), while functioning in the long run more like a “weighing…

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Nov 5, 2023

Biden’s New ESG Rule Radically Alters the Concept of Individual Investing

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Background

In November of 2022, the Biden Dept. of Labor issued the “Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights” rule (The Rule) which allows employers to…

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Heart of Liberty Portfolios 

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Capitalist Investment Services LLC

www.capitalistinvestment.com

645 Baltimore-Annapolis Blvd // Ste 200 // Severna Park, MD 21146-3934 

T: 410.544.2995 // F: 410.544.7553 // TF: 800.717.1848

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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