ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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Newsletters 2008

December 30 Top 10 Most Read Articles for 2008; The Coming Crisis in China (and what that means for the US)
December 23 John Bogle on Asset Allocation, The Outlook for 2009, and Other Topics
December 16 A New Mission for TARP; When Diversification Loses Money; In Defense of Faux Planners
December 9 An Interview with Niall Ferguson; Mohammed El-Erian; John Paulson; GM on the Highway to Bankruptcy
December 2 Loomis' Dan Fuss on the 50-year Opportunity in Bonds; Deficits and Inflation; Financial Darwinism
November 25 How to Fix GM; Follow-up to Jeremy Siegel's Claim that Equities are "Dirt Cheap"
November 18 Jeremy Siegel on why Stocks are "Dirt Cheap"; The Disappearance of the Equity Risk Premium
November 11 Consumer Spending Forecast; Constructing Portfolios for Turbulence; How Wirehouses can Avoid Extinction
November 4 Where is the Bottom of the Housing Market?; Plus George Soros and Andre Perold
October 28 Charley Ellis on Goldman Sachs and Hank Paulson; Opportunity in High Grade Bonds
October 21 The Market is Still Overvalued Based on Historical Earnings; Allen Sinai on the Economy; Politics and the Market
October 14 10 Tips: Client Relationships and Crisis Management; Looking at Yale on an After Tax Basis
October 7 Why It's Hard to Copy Harvard and Yale; The Credit Crisis and Emerging Markets
September 30 Solvency Issues Facing Banks; Our Interview with George P. Shultz
September 23 Michael Lewitt on the Credit Crisis; EAFE: A Death Greatly Exaggerated
September 16 Nouriel Roubini on Lehman Brothers and the Next Stage of the Credit Crisis
September 9 Robert Shiller on the Subprime Crisis and the Role of Advisors
September 2 The Ticking Time Bomb in the Oil Markets – Why Big Oil Won’t Invest
August 26 The Solvency of the Entitlement Trust Funds; China faces Late Stage Growth Obesity
August 19 Top Investment Strategy Blogs for Advisors; Luck versus Skill - Round III
August 12 Our Interview with David Darst; Skill v. Luck in Active Managment: Round Two
August 5 Fundamental Indexing Debunked: Skill versus Luck in Active Management
July 29 US Economic Slowdown and the BRIC Economies; Is Water the Next Oil?
July 22 Mohamed El-Erian on Reducing US Equity Allocations and the Fate of the Financial Sector
July 15 The IndyMac Epitaph and the Future of the GSEs; Survey Results: Wealth Manager Challenges
July 8 Don't Pay Alpha Fees for Beta Returns; Exposing Misleading Fund Classifications
July 1 Investing like Harvard and Yale; Opportunities in Frontier Markets
June 24 The Mortgage Crisis Act II - Is the Bleeding Over?
June 17 The Price of Oil and How to Adjust Your Asset Allocation
June 10 How to Evaluate Active Managers: The Questions to Ask
June 3 Ken French Discusses the Cost of Active Management
May 27 Harold Evensky: Recession, Inflation, and the Single Most Important Planning Tool
May 20 Research on Retirement Assets: The Role of Housing and Government Benefits
May 13 Our Interview with Charley Ellis; Follow up on the Sub-Prime
May 6 The Sub-Prime Crisis: What Stage Are We In?
April 29 Our Interview with Phil DeMuth and Ben Stein
April 22 Style Boxes: Sacrificing Performance through Cultural Biases
April 15 Tiburon CEO Summit XIV: "The News is Noise"; Ron Insana: "After the Mauling of the Bear, Has the Bull Market Begun?"
April 8 Survey Results: Today's Top Four Investment Strategy Challenges
April 1 2 Contrasting Forecasts for the Sub-Prime Crisis plus Interviews with Mason Hawkins and Mark Hulbert
March 25 The Sub-Prime Crisis in Perspective: Market Uncertainty and the Risks that Remain
March 18 Interest Rate Risk, Correlated Markets, and the DiversificationChallenge
March 11 Consumer Spending: Evidence against a Recession
March 4 Morningstar's Hedge Fund Ratings - Will it Work for Advisors?
February 26 Will the U.S. Sub-Prime Crisis Be as Bad as History Suggests?
February 19 Historical Earnings, P/E Ratios and Sector Valuations in Today's Markets
February 12 The Size, Scope, and Future of the Sub-Prime Crisis
February 5 Forecasting the Price of Oil and its Impact on the Economy
January 29 Peter L Bernstein on the Market, the Yale Endowment, and why he owns Gold
January 22 Market Timing and Fund Investors; Our Look at the Reopened Magellan
January 15 Chip Roame and Geoff Bobroff on the Future of the Fund Management Industry
January 8 John Bogle's Forecast for 2008; Hedge Fund Investing by Advisors
January 2 Why the Falling Dollar is Good for the Market