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Q3 - 2002 Index
In September
Fixed-Income Annuities - Scott Burns, Dallas Morning News
More Fund Disclosure Coming Soon - Charles Jaffe, Boston Globe
Credibility & Analysts - Tom Petruno, LA Times
A Lost Sense of Well-Being - Jeff Brown, Philadelphia Inquirer
Stock Ownership Rises - Floyd Norris, NY Times
Time-Tested Patterns - Sandra Ward, Barrons
Program Trading 101 - Danielle DiMartino, Dallas Morning News**
Funding Pension Plans - Scott Burns, Dallas Morning News
Treasurys Are Bad Bet Now - Clements, WSJ / Baum, Bloomberg
Household Net Worth Falls, But Income Rises - Andrew Caffrey, WSJ
Cloned Food Products Near Reality - Justin Gillis, Washington Post
Muni Update - John Kimelman, NY Times
Is Bubble Over? & Is It Safe to Invest? - Scott Burns, Dallas Morning News
Beware of Pro Forma Earnings - Mark Hulbert, NY Times
Behind Bullish Analyst Ratings Are Some Bearish Truths - Robin Sidel, WSJ
Tech Users Cash In While Makers Founder - David Wessel, WSJ
Why the Crash Wasn't Easy to Foresee - Jonathan Clements, WSJ**
Mutual Fund Stats - Ian McDonald, WSJ
When Will Stocks End Slide? E.S. Browning, WSJ
Labor (Jobless) Report - David Leonhardt, NY Times
Time Heals All Wounds - Jonathan Clements, WSJ
The Jobs Report - Caroline Baum, Bloomberg
2003 Profit Estimates - Ken Brown, WSJ
A Good Forecast - David Leonhardt, NY Times
Junk Bond Update - Elizabeth Reed Smith, NY Times
Dividends vs Capital Gains - Scott Burns, Dallas Morning News
The Insider Trades Indicator - Mark Hulbert, NY Times
'Just the Facts' Articles:
Barton Biggs' Forecast - Earnings Update - Consumer Spending - Another "Sell" Criteria - Valuations - Statictical Distortions - Average American's Biggest Investment - Bad Advice to Keep Bad Funds - Proposed IRA Reforms -
Funds to Aviod - Labor Update - 'RONDE' [Rule of Never-Diminishing Exposure]
In August
Ten Reasons To Be Bullish - Marshall Loeb, CBS.MarketWatch
Don't Bet on Douple-Dip - Shepherdson, High Frequency Economics / WSJ
Mutual's Must Do 'Certification' - Burns & McDonald, WSJ / LA Times
Stock Yields Are Up - James Glassman, Washington Post
A Kinder Deficit - Jonathan Fuerbringer, NY Times
Too Many Mutual Funds = 'Di-worse-ification' - Theo Francis, WSJ **
Hanging On May Still Pay - Hulbert, NY Times / Currier, Bloomberg
Retirement 'Thinking' - Jonathan Clements, WSJ**
Dollar Cost Averaging - Karen Damato, WSJ
Defending Indexing - Clements, WSJ / Jaffe, Boston Globe
Consumer Spending - Angela Shah, Dallas Morning News
Technical Analysis Provides Early-Warning - Michael Kahn, Barrons
Comparing Bear Markets - Bryan Taylor, Barrons
Mutual Update - Bill Deener, Dallas Morning News
Coming Soon - Another LTCM? - Tom Petruno, LA Times
Deflation - Charles Stein, Boston Globe
Does First Call Filter Out Some Negative News? - Oster & Weil, WSJ
Oaths Could Ease Investor's Fears - Charles Jaffe, Boston Globe
Bullish Valuations - Michael Santoli, Barrons
Market Goes to Overbought from Oversold - Kopin Tan, Barrons
Buy & Hold - Mark Hulbert, NY Times
Doubts Rule in a 'Now' Economy - Scott Burns, Dallas Morning News**
More Firms Hike Dividends - LA Times
'Just the Facts' Articles:
Doing Laundry Online - Q3 Revenue Estimates - Corp Thrift is A Ruinous Circle - Bond Yields - Fed Forecasts - Buying high-quality, long-term bonds today is extremely risky - Home Prices Up 38% in 5 Years - Fund Pimco Becomes #2 - Income Stats - CreditGrades.com - Contrarian Investing - Risk of Bond Becoming Junk -
Index Funds Can Bring Courage - Profits Peaked in 97 But Wages Keep Rising
In July 2002
Anatomy of a Diversified Stock Portfolio - Ian McDonald, WSJ**
Demand Disclosures from Mutuals - Charles Jaffe, Boston Globe
A Good Time to Buy Stocks - Andrew Bary, Barrons
Banks Are Not Safe Havens - Gretchen Morgenson, NY Times
Market Is Nearing Bottom - Ken Brown, WSJ
Stock Market Stats - Browning & Lucchetti, WSJ
Growth vs Value - Mark Hulbert, NY Times
Investor Confidence Domino Effect - G Morgenson, NY Times
Markets & Style Boxes - Charles Jaffe, Boston Globe
Fund Managers Retain Faith in Equities - Yuka Hayashi, WSJ
Few Analysts Say the 'S' Word - Jeff Opdyke, WSJ
Looking for the Final Capitulation - Ben White, Washington Post
The Dark Side of Merged Funds - McDonald, WSJ / Clements, WSJ
Diversity & Staying Power - Scott Burns, Dallas Morning News**
What Your Portfolio Should Look Like - Opdyke & Simon, WSJ**
It's A Small Cap World - Rhonda Brammer, Barrons
How Fund Categories Fared - Barrons
Momentum Is Fleeting - Mark Hulbert, NY Times
Auto-pilot Investing is Dominant Fund Flow- Ian McDonald, WSJ**
The Downside to 529s - Jonathan Clements, WSJ
Stock Symbols 101 - Gaston Ceron, WSJ**
Measuring Your Welfare - Burns, Dallas Morning News / Zvi Bodie, PRC**
Prior Post-Bubble Stats/Projections for the Future - J Laing, Barrons
Japanese Offers Hope for Telcomms - Sharon Pian Chan, Seattle Times
'Just the Facts' Articles:
Misery Index - Patience in Investing to be Rewarded - 10 Reasons Investors 'Mess Up' - Fund Fee Comparisons Online - Investor Sentiment - Credit Downgrades Beat Upgrades - Q2 & Q3 Expectations - Outside Board Members/Tougher Auditing Had Little Impact - Factory Activity Rose - Economic Prognosticators at Worst When a Turning Point - Global Markets - Q2
** denotes a 'don't miss' article
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