2006 Index
2005 Index
2004 Index
October MLP Update
North & East Regional Banks
South & West Regional Banks
North & East Regional Banks
South & West Regional Banks Factoids Q3-08 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
North & East Regional Banks
South & West Regional Banks
North & East Regional Banks
South & West Regional Banks
North & East Regional Banks
South & West Regional Banks
North & East Regional Banks
South & West Regional Banks
North & East Regional Banks
South & West Regional Banks
North & East Regional Banks
South & West Regional Banks
North & East Regional Banks
South & West Regional Banks
Money Center Banks January
North & East Regional Banks
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