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

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Newsletters 2008


December 30, 2008 Top 10 Most Read Articles for 2008; The Coming Crisis in China (and what that means for the US)
December 23, 2008 John Bogle on Asset Allocation, The Outlook for 2009, and Other Topics
December 16, 2008 A New Mission for TARP; When Diversification Loses Money; In Defense of Faux Planners
December 9, 2008 An Interview with Niall Ferguson; Mohammed El-Erian; John Paulson; GM on the Highway to Bankruptcy
December 2, 2008 Loomis' Dan Fuss on the 50-year Opportunity in Bonds; Deficits and Inflation; Financial Darwinism

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


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