2006 Index
2005 Index
2004 Index
Three Faces of Market Danger - Paul Lim, NY Times
Put not your faith in analysts - Brett Arends, WSJ
There Go the Tail Winds - Paul Lim, NY Times
Lost Decade for Labor - Floyd Norris, NY Times
What the Past Can’t Tell Investors - Mark Hulbert, NY Times
How Fund Categories Fared - WSJ
January BDC Update
South & West Regional Banks - January
North & East Regional Banks - January Health Care & Triple-Net REIT Update of Q1-10
Apartment & Hospitality REIT Update of Q1-10
North & East Regional Banks - December December BDC Update
Factoids Q4 - 2009 Investment Factoids
Savvy Bond Man Bets Big on Inflation - Jeff D. Opdyke, WSJ
A Crystal Ball, With Caveats and Corrections - Jeff Ssommer, NY Times
Wall Street's Trade Huddles Draw Inquiry - Susanne Craig, WSJ
Now Entering Phase 2 of the Bull Market - Paul Lim, NY Times
Companies with weak balance sheets have been soaring - Mark Hulbert, NY Times
2010 Federal Tax Parameters - Bill Bischoff, Smart Money
A Rally That Needs More ‘E’ - Paul Lim, NY Times
More Stocks May Not Make a Portfolio Safer - Jason Zweig, WSJ
Stock Picking [The Forest], Asset Allocation [the Trees] and Your Portfolio - Jeff Sommer, NY Times
Stable Labor Costs Mean that Inflation Faces an Uphill Climb - Mark Gongloff, WS
10 Years Later, a Much Less Expensive Dow 10,000 - Paul Lim, NY Times
In Light Fund Flows, a Caution for Stocks - Mark Hulbert, NY Times
Time Heals Everything in Quarterly Statements - Paul Lim, NY Times
In This 10-Year Race, Bonds Win by a Mile - Jeff Sommer, NY Times
The Proof of a Recovery Will Be in the Profits - Paul Lim, NY Times
Vanguard Cautions Investors on Rally - Sam Mamudi, WSJ
Will “Cash-on-the-Sidelines” Really Drive Stocks? Matt Phillips, WSJ
What the Bottom Line Hides - Paul Lim, NY Times
Inflation Protection Investments Come with No Guarantees - Jeff Opdyke, WSJ
The Indicators are Bullish - Robert Maltbie, Millennium Asset Management, MarketWatch
How Fund Categories Fared - WSJ
Health Care & Triple-Net REIT Update of Q4-09
Apartment & Hospitality REIT Update of Q4-09
North & East Regional Banks - November November BDC Update
North & East Regional Banks - October
Where the Worst Germs Lurk - Laura Landro, WSJ
Which mutual funds let you keep more of your money? Scott Burns, Dallas Morning News
Did Bankers’ Pay Add to This Financial Mess? Mark Hulbert, NY Times
Mortgage Delinquencies Rise - CNBC
Historical Stock Market Returns when EPS Growth Turns Positive - AngryBear Blogspot
Lessons from a Market 'En Fuego' - Roger Nusbaum, Seekingalpha
Quality [in stock selection] Still Counts - Ben Levisohn, Business Week
New 'Short Volume' Data Have Shortcomings - Tennille Tracy, WSJ
Wall Street's Math Wizards Forgot a Few Variables - Steve Lohr, NY Times
Rethinking Stocks' Starring Role in Your Portfolio - Sam Mamudi, WSJ
Market Meltdowns may not be that Rare - Eleanor Laise, WSJ
Another Scary September Market? Ben Steverman, Business Week
Blue-Chip Growth Fashionable Again, but for How Long? Paul Lim, NY Times
How Retirees Can Spend Enough, but Not Too Much - Ron Lieber, NY Times
Using Dynamic Withdrawal Policies with Retirement Portfolios - Brain Gaudet, Seeking Alpha
The Mistakes We Make — and Why We Make Them - "Meir Statman", WSJ
What the Stress Tests Didn’t Predict - Gretchen Morgenson, NY Times
After Dow's 42% Run, Roadblocks Looming - Mark Gongloff, WSJ
The Faster Face of Innovation - Dr. Erik Brynjolfsson & Michael Schrage, WSJ
Stock Dividends Make a Difference - Dave Kansas, WSJ
You Thought a Prescription Was Private - Milt Freudenheim, NY Time
Hold or Fold, but Don’t Waver - Mark Hulbert, NY Times
Bond-fund buyers need to be wary of multiple hazards - Michael Pollock, WSJ
The Blue Chips Are Rallying - Paul Lim, NY Times
Picking Winners in the Next Bull Market - Paul Lim, NY Times
Americans' debt stress is easing - Jeannine Aversa, AP
How to Make Stocks Safer for Older Investors - Tom Lauricella, WSJ
Debate on Weighting of Indexs Continues - John Spence, WSJ
How Fund Categories Fared - WSJ
A U-Turn on Market Risk - Paul Lim, NY Times
South & West Regional Banks - September
North & East Regional Banks - September Health Care & Triple-Net REIT Update of Q3-09
Apartment & Hospitality REIT Update of Q3-09
North & East Regional Banks - August
North & East Regional Banks - July
South & West Regional Banks
North & East Regional Banks Factoids Q2 - 2009 Investment Factoids
Active Managers Get the Cold Shoulder - Craig Karmin, WSJ
The Big Money's Moving Into Index Funds. Should You? WSJ staff
Target Date Funds are Disappointing Their Clients - Eleanor Laise, WSJ
No Quick Recovery for Hard-Hit Target Funds - Andrea Coombes, WSJ
A Wandering Mind Heads Straight Toward Insight - Robert Lee Hotz, WSJ
The supply of stock is mushrooming-Mark Hulbert, MarketWatch
This Rally May Need a New Source of Fuel - Paul Lim, NY Times
Junk rally is driving yields down sharply - Tom Petruno, LA Times
What About the Valley After the Rally? Paul Lim, NY Times
Stock Analysis Before and After N.A.S.D. Rule 2711 - Mark Hulbert, NY Times
Putting Some Perspective on Panic - Alina Tugend, NY Times
Credit Crisis Watch: Thawing - Prieur du Plessis, www.investmentpostcards.com
Whatever You Call It, This Rally May Not Last - Paul Lim, NY Times
Stocks Defy Pessimists - Tom Lauricella, WSJ
There’s Hope in Those [Rising] Dividends - Paul Lim, NY Times
Even the rich now fear running out of money - Chuck Jaffe, MarketWatch
25 Years to Bounce Back? Try 4.5 - Mark Hulbert, NY Times
Junk Bonds Carry Significant Risk - Gail Marks-Jarvis, Chicago Tribune
Does This Market Rally Have Legs? Paul Lim, NY Times
Why Weak Funds May Bounce Higher - Mark Hulbert, NY Times
Whistling in the Dark - The Economist
Investors' Sentiment - John P. Hussman, www.hussmanfunds.com
Earnings Recovery Could Take 20 Years - Henry Blodget, The Business Insider
How Fund Categories Fared - WSJ
401k's Now Hold More Bonds - Paul Lim, NY Times
South & West Regional Banks
North & East Regional Banks
South & West Regional Banks
North & East Regional Banks
South & West Regional Banks
North & East Regional Banks Factoids Q1 - 2009 Investment Factoids
Now the Long Run Looks Riskier - Mark Hulbert, NY Times
Lowered Expectations for the Bulls’ Return - Paul Lim, NY Times
Household Wealth Falls by Trillions - Vikas Bajaj, NY Times
Has Fear Blinded Investors to Value? Brett Arends, WSJ
How to Rebalance Without Diving Into Stocks - Paul Lim, NY Times
Dividend outlook down, not out - Tom Petruno, LA Times
Stocks May Face Long Road Back - Jason Zweig, WSJ
Why Stocks Still Aren’t Cheap - David Leonhardt, NY Times
Passivity wins in current meltdown Scott Burn, Dallas Morning News
Should your bond fund stop taking money? Chuck Jaffe, MarketWatch
Hints of Which Sectors Will Weather the Storm - Paul Lim, NY Times
Stay Away From Long-Term Treasuries - Mark Hulbert, Barrons
It’s a Great Time for a Makeover - Paul Lim, NY Times
Current bear market less severe than the dot-com bust - Mark Hulbert, MarketWatch
Companies Slash Dividends at Fastest Rate in 53 Years - C Dentch & J Kearns, Bloomberg
How Fund Categories Fared - WSJ
25 Years of Conventional Wisdom, Down the Drain - Paul Lim, NY Times
2008 by the Numbers - Mark Hulbert, NY Times
How 2008 Shakes Out - David Gaffen, WSJ
South & West Regional Banks
North & East Regional Banks
South & West Regional Banks
North & East Regional Banks
North & East Regional Banks
South & West Regional Banks Factoids Q4 - 2008 Investment Factoids
Madoff's losses topple measures - Scott Burns, Dallas Morning News
History Has Much to Say About This Market - Mark Hulbert, NY Times
Value arises from creating income - Scott Burns, Dallas Morning News
Investors Should Buy, Buy, Buy to Get Even - Paul Lim, NY Times
This bear market ended up smashing record after record - Nick Godt, MarketWatch
Down market may not ruin your retirement spending - Scott Burns, Dallas Morning News
Diversification Still Works - Paul Lim, NY Times
Fear Can Impair Decision-Making - Gregory Berns, NY Times
Market Volatility Explained - Michael V. Copeland, Fortune
Legg Mason's Bill Miller on 2009 - Daisy Maxey, Dow Jones Newswires
U.S. Stocks Often Rebound During Recessions - Fidelity's Market Analysis, Research, and Education
Market Bottom? For Some Investors, It’s Close Enough - Paul Lim, NY Times
Economists See No Growth Until 2nd Half of 2009 - Phil Izzo, WSJ
IPOs in Limbo over Dearth of Liquidity - Anuj Gangahar, The Financial Times
Exit the Market When the VIX is High - Mark Hulbert, NY Times
Is the Catharsis [and capitulation] Yet to Come? Paul Lim, NY Times
The Smart Money, Foiled Again - Paul Lim, NY Times
How Fund Categories Fared - WSJ
What We've Learned From a Painful Nine Months - Leslie Scism, WSJ
Nov North & East Regional Banks
Nov South & West Regional Banks
October MLP Update was removed when a link to this site was placed on Value Forum
Oct North & East Regional Banks
Oct South & West Regional Banks
Sept North & East Regional Banks
Sept South & West Regional Banks Factoids Q3 - 2008 Investment Factoids
Credit Default Swaps Explained - Dirk van Dijk, CFA, Zacks
A Rally for Financial Stocks Built on a Rescue - Paul Lim, NY Times
Investors Should Have Half Their Stock Portfolio in Overseas Shares - Karen Hube, WSJ
Retail Investors Hoarding Cash - Tradersnarrative.com
Why the Bear Is Alive and Well - Paul Lim, NY Times
Automated Bill Payments Are a Cinch? Ron Lieber, NY Times
Dividends Still Make a Difference - Paul Lim, NY Times
Psyching Yourself Up to Let Losers Go - Jason Zweig, WSJ
Some Fodder for the Doves on Inflation - Mark Gonglof, WSJ
Illusions About Inflation - Mark Hulbert, NY Times
How to Rebalance While Walking on Eggs - Paul Lim, NY Times
The Stars Have Yet to Align for Stocks - Mark Hulbert, NY Times
In a Downturn, Buy and Hold or Quit and Fold? Paul Lim, NY Times
How Fund Categories Fared - WSJ
Fewer Funds Are Beating Their Benchmarks - Mark Hulbert, NY Times
A Bear Market, Mauling Not Included - Paul Lim, NY Times
Each Commodity Fund [or EFT/ETN] Has Quirks - Tom Lauricella, WSJ
Aug North & East Regional Banks
Aug South & West Regional Banks
July North & East Regional Banks
July South & West Regional Banks
June North & East Regional Banks
June South & West Regional Banks
May North & East Regional Banks
May South & West Regional Banks
April North & East Regional Banks
April South & West Regional Banks
March North & East Regional Banks
March South & West Regional Banks
Feb North & East Regional Banks
Feb South & West Regional Banks
Money Center Banks January
Jan North & East Regional Banks
Jan South & West Regional Banks
Harvest Tax Losses & Other Things to Do Before Year End - Paul Lim, NY Times
Three Reasons to Wait Until 2008 to Make Certain Tax Moves - Kay Bell, Bankrate.com
Slower Growth in 401(k)'s Cause Mutual-Fund Growth to Lose Steam - AP
Are Buyback Stocks Still Good for Investors? Mark Hulbert, NY Time
How to Beat the Next Bubble - Jonathan Clements, WSJ
Profit Slump Deepens Recession Worries - Timothy Aeppel, WSJ
‘R’ Word Doesn’t Have to Be Scary - Paul Lim, NY Times
December's Closed-End Funds' Sale - Reshma Kapadia, SmartMoney
High-Yield Stocks for Retirement - Michael Sivy, Money Magazine
Invest It All in Stocks - No Way - Jonathan Clement, WSJ
Big Pharma Faces Grim Prognosis - Martinez & Goldstein, WSJ
Rising Problems in Car Loans - McCracken & Zuckerman, WSJ
Contrarians Make a Case for Gains in the Recent Turmoil - Mark Hulbert, NY Times
December MLP Update
December BDC Update
Money Center Banks December
North & East Regional Banks
South & West Regional Banks Office & Industrial REIT Q4 Update of 12-31
Retail & Mall REIT Q4 Update of 12-31
Health Care & Triple-Net REIT Update of 12-31
Apartment & Hospitality REIT Update of 12-31
17 Reasons America Needs a Recession - Paul Farrell, MarketWatch
Market Still Has a Gain - Paul Lim, NY Times
Help in Serving the Nest Egg - Robert Hershey, NY Times
David Einhorn on the Credit Crunch - Seeking Alpha
The Calendar & Stock Performance - Mark Hulbert, NY Times
When to Pull the Trigger - Jeffrey Miller, oldprof.typepad.com
Bad Omens - the Rising Risk of a Recession I - Gretchen Morgenson, NY Times
Bad Omens - the Rising Risk of a Recession II - Paul Lim, NY Times
The Law of Unintended Consequences? Mark Hulbert, NY Times
Maybe Inflation Is More Than a Sideshow - Paul Lim, NY Times
November MLP Update
November BDC Update
Money Center Banks November
North & East Regional Banks
South & West Regional Banks
Gold Adds Diversification to Stock Heavy Portfolios - Mark Hulbert, NY Times
When Country and Sector ETFs Are Similar - J. Alex Tarquinio, NY Times
Investing Without Children [in old age] - Laura Bruce, Bankrate.com via Seattle Times
New Funds for Retirement Payouts - Smart Money
Investors Drop Surfing & Stay Put - Chuck Jaffe, CBS Marketwatch
An Aging Bull Can Still Be a Raging Bull - Paul Lim, NY Times
How Fund Categories Fared - WSJ
Gamblers & Investors - TDDG @ Accured Interest
Credit Crisis Could Dash Hopes for a Fall Rally - Paul Lim, NY Times
Can We Turn Off Our Emotions When Investing? Joe Nocera, NY Times
October MLP Update
October BDC Update
North & East Regional Banks
South & West Regional Banks
How Many Quarters in a Row Can Earnings Really Grow? Mark Hulbert, NY Times
Rate Cut: What to Know, Where to Be - Scott Patterson, NY Times
Moody's Projects Junk Defaults to Triple - AP
The ABC on the CPs - Davies, Flood & Ishmael, Financial Times
Fearing the Roller Coaster? Dennis Berman, WSJ
The Importance of CEOs - Mark Maremont, WSJ
Housing & The Markets Manic Behavior - David Gaffen, WSJ
With Bond ETFs, Basic Can Be Best - Eleanor Laise, WSJ
Count the Days, Not the Years, of Market Pullbacks - Paul Lim, NY Times
September MLP Update
September BDC Update
Office & Industrial REIT Q2 Update of 9-28
Retail & Mall REIT Q2 Update of 9-28
Health Care & Triple-Net REIT Update of 9-28
Apartment & Hospitality REIT Update of 9-28
How Panic Led the Fed to Act - Smith, Mollenkamp, Perry & Ip, WSJ
Past May Offer Clues To Market's Fate - E.S. Browning, WSJ
Risk Dispersal & Unintended Consequences - J Slater & C Karmin, WSJ
'Quant' Funds Buying Shorted Stocks and Selling Their Winners - Justin LaHart, WSJ
Credit Crisis Causes Jumbo Mortgages to Grow Costly - Floyd Norris & Eric Dash, NY Times
The Ratings Charade - R Tomlinson & D Evans, Bloomberg News Volatility is Back - Gregory Zuckerman, WSJ
Time to Change Your Asset Mix? Paul Lim, NY Times
A Little Rebalancing Can Mean a Lot - Paul Lim, NY Times
Moderation In Market Timing & Asset Allocation/Rebalancing - Mark Hulbert, NY Times
August MLP Update
August BDC Update
Lessons From Market's Mayhem - Jonathan Clements, WSJ
Why 'Guidance' May Not Matter - Peter McKay, WSJ
Borderless Investing - Paul Lim, NY Times
Spreads Widening in Bond Market - J. Tarquinio, NY Times
The Truth About Bond Ratings of Asset-Backed Securities - S Pearlstein, Washington Post
Junk Bonds: Are the Risks Worth Taking? Gregory Zuckerman, WSJ
New Indexes to Help Bond-Market Investors - Eleanor Laise, WSJ
Don’t Let a Bouncing Bond Market Make You Dizzy - Paul Lim, NY Times
Neighborly Advice & Stock Selection - Mark Hulbert, NY Times
How to Size Up Your Hospital - Theo Francis, WSJ
How Fund Categories Fared - WSJ
How the Top 20 ETFs Fared - LA Times
Q2 Returns Update - Tom Petruno, LA Times
Asset-Allocation Funds Can Curb Market Timing - Daisy Maxey, WSJ
Consensus Forecast Comes with More Risks - Mark Whitehouse, WSJ
July MLP Update
July BDC Update
Stats on Popular Contrarian Indicator - Mark Hulbert, NY Times
Retirement Experts Talk, But Few Listen - Jonathan Clements, WSJ
The Coming Meltdown of Hi-Yield Corp. Debt - Steven Rattner, [Quadrangle Group] WSJ
Mea Culpa, Said the Bond Market Watchers - Paul Lim, NY Times
More Bond Yields - Tom Petruno, LA Times
Big Gains Are Tempting, but . . . Jonathan Clements, WSJ
Finding the Direction of the Wind - Scott Patterson, WSJ
FICO to Crack Down on Credit-Boosting Schemes - Kenneth Harney, Washington Post
Bubble Echo - Mark Hulbert, NY Times
To Pick Winners, Start by Weeding Out the Losers - Barry Rehfeld, NY Times
Chinese, Indian Labor Long Damped Prices, But Not Now - Walker, Ip & Batson, WSJ
A Rebuttal to the Inflation Arguement - Caroline Baum, Bloomberg
Calling the End Of Cheap Debt - Dennis Berman, WSJ
Private-Equity Deals Put Squeeze on Mutual Funds - Chet Currier, Bloomberg
June MLP Update
MLP Q2 Predictive & Explanatory Metrics Update
June BDC Update
Money Center Banks June Update
North & East Regional Banks - with Predictive Metrics Update
South & West Regional Banks - with Predictive Metrics Update
Combined Regional Banks Update Office & Industrial REIT Q2 Update of 6-29
Retail & Mall REIT Q2 Update of 6-29
Health Care & Triple-Net REIT Q2 Update of 6-29
Apartment & Hospitality REIT Q2 Update of 6-29
All Sources for FFO Stats are Malfunctioning
Will Boomers, as They Cash in Their 401(k)s, Crash the Market? M Hulbert, NY Times
Does Active Mangaed Small-Cap Beat Indexed Small-Cap? Eleanor Laise, WSJ
Are We in Another Bubble? Tom Petruno, LA Times
How Liquidity May Take Its Toll On Value of Assets World-Wide - Martin Hutchinson, WSJ
Family Income Growth has Slowed - Dallas Morning News
Changing Car Purchase and Finance Habits Drains U.S. Consumers - J Welsh, WSJ
A Quick Primer on Bond ETFs - Rob Wherry, WSJ
Opt Out of Credit Solicitations - Diana Ransom, WSJ
This Bull Market Still Has Low P/E's - Paul Lim, NY Times
Market to Get Boost from 'Redepolyment' of Private Equity's Buy-outs - J LaHart, WSJ
Less Companies are Giving Earnings Guidance - K McCormack, BusinessWeek
Shareholders Benefit When Managers Have a Serious Stake - Mark Hulbert, NY Times
Average Investor is Far from Bullish - David Gaffen, WSJ
Does It Even Matter if the U.S. Has a Cold? Daniel Gross, NY Times
Lower Consumer Spending May Not Cut Bond Yields - Justin Lahart, WSJ
Job Creation Over-Estimated? Greg Ip, WSJ
It is Not Just Housing That is Slowing the US Economy - Caroline Baum, Bloomberg
MLP May Update
Earnings Updates: APL, CPNO, DPM, GEL, HLND, MWE, NGLS, PAA, RGNC, TGP, USS, WPZ & XTEX
BDC May Update
Earnings Updates: ACAS, ARCC, CSE, GAIN, GOOD, HTGC, KFN, NGPC, PCAP, PSEC, TAXI & TICC and Newbies CODI, KED, KCAP & TCAP
Money Center Banks May Update
North & East Regional Bank Update
South & West Regional Bank Update
Do Your Homework (or Buy an Index Fund) - Mark Hulbert, NY Times
Sell In May & Go Away? Paul Lim, NY Times
ETFs Tracking Goes Astray - Diya Gullapalli, WSJ
U.S. Exports Boom - Herbert Lash, Reuters
Momentum Investing & the End of the Quarter Effect - Mark Hulbert, NY Times
High PEs & Inverted Curve Indicate Rate Cuts May Not Aid Stocks - N Alster, NY Times
How People Pick Stocks - Alexander Barbara, WealthJunkie.com
How to Find Profit Away From the Herd - Mark Hulbert, NY Times
Recommendations, Herding and Overreaction in Stock Prices - Brown, Wie & Wermers
Will Slowing Profit Growth Hurt Stocks? Paul Lim, NY Times
'Migration' Explains Small Cap Outperformance - Mark Hulbert, NY Times
Q1 Market Update - Tom Petruno, LA Times / Tomoeh Tse, Washington Post
U.S. Economic Ills Aren't as Contagious as Thought - David Wessel, WSJ
Small Molecules, Big Impact [Nanotechnology] -Victor Godinwz, Dallas Morning News
MLP April Update
Earnings Updates from EROC, ETP, KMP & LINE
BDC April Update
Dividend Updates from GAIN & GLAD
Private Equity's Foggy Forebears -Mark DeCambre, TheStreet.com
Money Center Banks April Update
North & East Regional Bank Update
South & West Regional Bank Update MLP Q1 Predictive & Explanatory Metrics Update
Some Corporate Debt Has Subprime-Type Risks - Dennis Berman, WSJ
Where to Invest in a Shaky Economy - Paul Lim, NY Times
New 'Solutions' Can Add to Your Problems - Jonathan Clements, WSJ
Passive vs. Active Debate Overlooks the Key Factor - Charles Jaffe, MarketWatch
Small-Cap Stocks Have High P/Es - Mark Hulbert, NY Times
Commodity Investing - Barry Rehfeld, NY Times
Middle Income Retirees & Charitable Gift Funds - Scott Burns, Dallas Morning News
This Time, the Turbulence May Last Awhile - Paul Lim, NY Times
Bonds Don’t Look So Bland Now - J. Alex Tarquinio, NY Times
Six Attributes that Work in Life, but Fail when Investing - Jonathan Clements, WSJ
Global Market Correlation - Ian Salisbury, WSJ
The "End-of-the Month" Phenomena - Larry Connors, TradingMarkets.com
Financial Literacy Stats - Martha Hamilton, Washington Post
Financial Literacy & Planning: Implications for Retirement Wellbeing - Lusardi & Mitchell
2 + 20 Hedge Fund Fees Makes Owning One a Losing Proposition - Mark Hulbert, NY Times
MLP March Update
Earnings Updates from MMLP, TLP & XTEX
A Quick Intro to the Fayetteville Shale - AP
BDC March Update
Earnings Updates from ARCC, MCGC, NGPC, PCAP, TAXI, TICC
Money Center Banks March Update
North & East Regional Bank Update
South & West Regional Bank Update Office & Industrial REIT Q1 Update of 3-30
Retail & Mall REIT Q1 Update of 3-30
Health Care & Triple-Net REIT Q1 Update of 3-30
Apartment & Hospitality REIT Q1 Update of 3-30
A Widespread Lack of Diversification in 401(k)'s - Martha Hamilton, Washington Post
Participant Reaction & Performance of Funds Offered by 401(k)'s - Elton, Gruber & Blake
The Adequacy of Investment Choices Offered By 401(k) Plans - Elton, Gruber & Blake
Inefficient Choices in 401(k) Plans: Evidence from Individual Level Data - Julie Agnew
Plan Design & 401(k) Savings Outcomes - Choi, Laibson & Madrian - June 2004
Stocks vs. Bonds: It's No Contest - Tom Petruno, LA Times
Oddball Investment & Portfolio Returns - Jonathan Clements, WSJ
Slower Growth In Earnings Is Already Here - Justin Lahart, WSJ
Invest in Mutuals Like You were in a Hedge Fund - Charles Jaffe, MarketWatch
Four Reasons for Your Portfolio to Be Worldly - Paul Kim, NY Times
Ignore Advice On Sector Moves - Scott Patterson, WSJ
Mega Caps Help Big Cap Stocks Look Cheap - Michael Sesit, Bloomberg
Web-Search Queries Used To Develop Products, Track Consumer Interests - K Delaney, WSJ
With "Systems" - To the Very Patient Go the Spoils - Mark Hulbert, NY Times
Asset Allocation & Returns - Jonathan Clements, WSJ
The Risks of Betting Big on ETFs - Eleanor Laise, WSJ
Investment Advice from The Kirk Report
MLP February Update
Earnings Updates from BWP, HEP, TPP, TCLP, USS
New Section Added on E&P [Exploration and Production] MLPs
BDC February Update
Tortoise Capital Resources IPOs
Earnings Updates from ACAS, AINV, GAIN, GLAD, HTGC, KFN, PSEC
Money Center Banks February Update
North & East Regional Bank Update
South & West Regional Bank Update
Why Tech Stocks Are More Important To Us This Year - Paul Lim, NY Times
Foreign Stocks Still Hold Their Shine - Gregory Zuckerman, WSJ
Don't Avoid Stocks at Their 52-Week High - Jaclyne Badal, WSJ
Changes in Law Could Cause Late Revisions to 1099 Forms - Tom Herman, WSJ
Is Your Spending Average? Scott Burns, Dallas Morning News
When Buying a Stock, Plan Your Goodbye - Anjali Cordeiro, NY Times
Domestic Blue-Chips vs. the EAFE - Paul Lim, NY Tmes
It’s Liquidity that Causes Funds to Underperform - Mark Hulbert, NY Times
Wall Street Turns Idle Money Into a Bonanza - Randall Smith, WSJ
The Conventional Wisdom of 2007 - James Stewart, SmartMoney
2006's Unloved Stocks - John Dorfman, Bloomberg
A New Way To Find/Rate Stock Tips - Jane Kim, WSJ
WSJ Economist Survey - Mark Whitehouse, WSJ
Junk Bond Update - Serena Ng, WSJ
MLP January Update
MWE Acquires Santa Fe Gathering and the Grimes Gathering System
Enterprise Acquires Piceance Basin Natural Gas Gathering Pipeline
Earnings Updates from BPL, EEP, EPD, EROC, ETP, KMP, SXL, VEH & VLI My thanks to those who were of great assistance to the reorganization of the 2007 MLP update - and to those who assisted with the BDC selection and organization of companies. BDC January Update
ACAS and AINV Announces Public Offerings
Add a Parking Lot to Your Portfolio - Tim Gray, NY Times
A Little Bit Like BDCs - SPACs - Zuckerman & MacDonald, WSJ
Money Center Banks January Update
North & East Regional Bank Update
South & West Regional Bank Update