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Q4 - 2002 Index
December 2002 Part 2
2002 - What was it Good For? Charles Jaffe, Boston Globe
Foundation for Expansion in Capital Spending - D Ratajczak, AJC / Barrons
FD Rule Gives Analysts Herd Mentality - M Hulbert, NY Times / E Zitzewitz
Tis the Season of Predictions - BusinessWeek / WSJ / Washington Post / Others
From a Co-Author of 'The Great Mutual Fund Trap' - Ian McDonald, WSJ **
SUV & Car Safety [What Would Jesus Drive?] - Danny Hakim, NY Times
Health Care Survey - Charles Stein, Boston Globe
Stocks to be Safer with Lower Return - Jonathan Clements, WSJ
'Just the Facts' Articles: The World Has It Backward - Poor Leadership - Stocks for 2003
In December 2002 Part 1
Disappearing Funds - Julie Segal, Institutional Investor
Resolutions for 2003 - Thom Calandra, MarketWatch
Pattern of Expense Exclusions Hurts Results - C Bryan-Low & R Sidel, WSJ
Two Studies Find Flaws in Fed Model - Mark Hulbert, NY Times
Intro to 'Omega' - Robert Murphy, Institutional Investor **
Dividend History & Double Taxation - Brown, WSJ / Knight, Washington Post
'Trading Range' World - C Currier, Bloomberg / M Kahn, Barrons **
The Market Impact of War - Mark Hulbert & Paul Farrell, CBS MarketWatch
No Child Left Behind - Charles Stein, Boston Globe
Increased IBM Pension Contribution will Raise Profits - Cheryl Einhorn, Barrons
Pension Scheme - Cheryl Einhorn, Barrons
Dependent Burden Falls - Jim Landers, Dallas Morning News
Mutual Funds & Proxy Disclosure - Jaffe, Boston Globe / McDonald, WSJ
Companies to Offer Some 401(k) Education - Beth Healy, Boston Globe
Mixed 'Buy' and 'Sell' Signals - Jonathan Finer, Washington Post
Investor Sentiment [Gallop Poll] - Gail Marksjarvis, St. Paul Pioneer Press
Stock & Bond Correlations - Michael Santoli, Barrons
Double Dips & Double Bottoms - Michael Santoli, Barrons
The Real Lincoln - Gene Epstein, Barrons
Failing Grade for Managed Funds - James Glassman, Washington Post
A 16-Year Market Slump - Mark Hulbert, NY Times
Euro Investors Could Hold U.S. Market Back - Craig Karmin, WSJ
European Update - Business Week / Gene Epstein, Barrons
Net Shopping Mega-Sites - Searchenginewatch / L Walker, Washington Post
'Just the Facts' Articles: E-mail Infections - E-mail Overload a Myth - Insider Selling - Emerging Market's Top Four - A Clue to Saving on Home Insurance - Historical Perspective (We have it good) - Markets typically fall five years in a row -
Backing Up E-mail Files - Blocking E-mail - Fill in the Blanks Searching
In November 2002
New Disclosure Proposal Could Halt Info - Charles Jaffe, Boston Globe
More Truth About Investing - Jonathan Clements, WSJ **
Bear Market is Over - Aaron Pressman, Bloomberg
Pay Prophets See Bigger Raises - Joyner & Luke, Atlanta Journal-Constitution
Double Dips vs Soft Patches - Donald Ratajczak, Atlanta Journal-Constitution
Three Ways for Fed to Fight Deflation - Jeff Brown, Philadelphia Inquirer
Fund & Insurance Commisions - Jonathan Clements, WSJ
The Truth About Investing - James Glassman, Washington Post **
Stocks vs Bonds - Steven Syre, Boston Globe
The Importance of Investment Returns - Scott Burns, Dallas Morning News
High Dividends Are a Predictor of Growth - Mark Hulbert, NY Times
Growth vs Dividends - Jim Jubak, MSN Money
Neuroeconomics - Sharon Begley, WSJ **
Reg FD and Momentum/Surprise Strategies - Mark Hulbert, CBS.MarketWatch
Free Checking - Allan Sloan, Washington Post / Riva Atlas, NY Times
Move Pension Reporting Out of the Dark - G Morgenson, NY Times / Others
Value is the Reason to Invest Globally Now - James Glassman, Washington Post
Take on Risk or Earn No Return - Tom Petruno, LA Times
Be Your Own Economist - Stephen Dunphy, Seattle Times
The Brave New Ivory Tower - Vincent Kierman, Chronicle of Higher Education
When Deflation Meets Debt - Greg Ip, WSJ / D DiMartino, Dallas Morning News
Pool of Unemployed Not Stagnant - Berry, Wash. Post / Zuckerman, SF Chronicle **
Rational Exuberance - Ian McDonald, WSJ
Price-to-Sales Ratios & Stock Performance - J Glassman, Washington Post
Reverse Splits - M Hulbert, NY Times / B Deener, Dallas Morning News
Indexing for the Long Haul / Be Index Selective - S Burns, Dallas Morning News
Fully Taxable Preferreds - John Kimelman, NY Times
Closed-End Bond Funds - Tom Lauricella, WSJ / Chet Currier, Bloomberg
'Just the Facts' Articles: Risk & Volatility - Holiday Shopping Forecasts - Stocks Are Cheap - The Case for Investing in Asia - Section 531 & Stock Buy-Backs - Improving Economic Stats - A Reason for Being Optimistic (Earnings) - Nondiversified Index Funds - Inflation Update
November-December 2002 REIT Update
The Alpine Fund & ARE, CHP, iStar - Tom Locke, Dow Jones Newswires
Update: An Experiment in Stock Picking - Original Content
Apartments & Demographics - Gene Epstein, Barrons
Apartment Valuations Table - Barrons / WSJ / original content
Malls are Staying Alive - Dean Starkman, WSJ
REITS & Special Tax Treatments - IRS & Original Content
Property-Rich Firms Are Cashing In - Scott Nelson, Boston Globe
Remaking Malls - Gerry Khermouch, Business Week
An Interview with Raymond Torto & William Wheaton - S Ward, Barrons
Shadow Space - Neil Irwin, Washington Post
More REIT Mergers Ahead? Jeffrey Goldfarb, Reuters
Good Times May be Over - Neil Irwin, Washington Post
Slump Dogs REITs - D Levy & K Zito, San Franciso Chronicle
REIT Timing and Closed-End Funds - Ray Smith, WSJ
EQR Sees Hope In Apt. Rent Decline - Ray Smith, WSJ /Others
Oil/Gas/Coal Royalty Trusts - An Alternative to REITS - Paul Sturm, Smart Money
In October 2002
Perspective: Life & the Stock Market - Jonathan Clements, WSJ **
Retail's Returns - James Glassman, Washington Post
Stats on Mutual Fund Fees - Chuck Jaffe, San Francisco Chronicle
Stocks are Still Over-Priced - Ian McDonald, WSJ / Floyd Norris, NY Times
Buying 'on the Dips' Slips - Ken Brown, WSJ
Brokers Raise Fees/Charges - Simon, WSJ / Jaffe, Boston Globe
Has Market Found Floor? Martha Smilgis, San Francisco Examiner
Don't Get Giddy - Charles Jaffe, Boston Globe
A Grim Market Could Get Worse - Savitz, Barrons / Wash Post / AP
Snag Looms in Bond Funds - Charles Jaffe, Boston Globe / Others
Earnings Expectations - Peter McKay, WSJ
Credit Crisis - Michael Wallace, Business Week
Coping By Not Checking Your Portfolio - Bridget O'Brian, WSJ
Market Performance after the Worst Q-3 Sell-Offs - Stovall, Business Wk
It Pays Not to Follow The Crowd - Ian McDonald, WSJ
Incentives & Used Car Prices - Karen Lundegaard, WSJ
Save Now So You Can Pay Lots of Taxes Later - Scott Burns
How Fund Categories Fared - Barrons
Gaming Behavior in Equity Mutual Funds - Mark Hulbert, NY Times
Bear Market Stats / Yardsticks - Ian McDonald, WSJ
'Just the Facts' Articles:
The Rule of 72 - Adventures in Bottom-Fishing - Dividends are even easier to manipulate than earnings - Index Fund Incentives - The Stock 'Ticker' - An Incentive To Spend - The Fed Model Explained - Q3 Market Stats - Schedule B Change - Q3 Mutual Fund Stats - Wein Turns Bullish
October 2002 REIT Update
REITs Face Tough Test - Dean Starkman, WSJ
REITs May Not Remain a Haven - Stan Hinden, Washington Post
Dividends Look Shaky - Dean Starkman, WSJ
REIT Sector Performance - REIT Week
REIT Valuation Tables
An Experiment in Stock Picking - Original Content
Smaller Town Malls - Ray Smith, WSJ
** denotes a 'don't miss' article
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