We would limit any new fixed-income investments to either select high-yield positions, or inflation-protected bonds (TIPS). TIPS currently have a very low breakeven inflation rate versus Treasuries, meaning that inflation…
The first eight weeks of 2003 continued the three-year trend of rewarding those investors who look outside the box and avoid following the consensus. Our strategy going into the new…
Published on Forbes.com Adviser Q&A Alan Lancz: Confessions Of A Stock Swinger Nikhil Hutheesing, 01/10/03, 10:29 AM ET NEW YORK This is a reprint of an interview conducted by FORBES…
We didn't expect a recovery from last year's tragic events so quickly late in 2001, and our feelings are the same for the balance of 2002. It would be great…
We feel that the market will still be a matter of the haves and the have-nots. The real companies with solid balance sheets and cash flow will find [enthusiastic] buyers,…
Just as the Internet was the catalyst that started the mania for technology stocks, California's energy woes seem to be the catalyst for stocks like Calpine. Calpine is seemingly on…
The dollar has done well in comparison to the euro and yen, with further gains expected over the shorter term. We expect the euro to strengthen into next year, and…
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Back in 1990, the Persian Gulf War was a much-anticipated "negative" event in which everyone realized the exact date the war began (and with stock prices at depressed bargain levels),…