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  • June 10, 2009

Although the worldwide economic downturn continues to weigh on growth, power consumption continues to rise unabated; according to the International Energy Agency, global energy use will double by 2030 as developing nations such as China and India demand more energy. Read More

Much of the media fervor has subsided now that the Federal Reserve has published the results of its much-vaunted stress test, with the focus shifting to the megalenders’ efforts to raise additional capital and pay back money received under the Treasury Dept’s Capital Purchase Program. Read More

Ever since index funds become readily available more than four decades ago, a debate has raged about whether investors should rely on active fund management, as we do in the Fund Portfolio, or on a passive strategy. When the markets take a turn for the worse, and when no asset class is left unscathed, the debate intensifies. Read More

  • June 10, 2009

India’s economy is on solid footing. And following the pro-reform Congress Party’s resounding electoral win, strong growth is on the horizon. Read More

The three major US stock indexes started off well but fell towards closing, finishing the session with lower results. The drop in the prices resulted from concerns that rising oil prices and increased borrowing rates relative to Treasury yields could prevent an economic rebound. Read More

The three major US stock indexes remained flat, finishing the session with mixed results. Shares in the technology sector led the way on the upside. Read More

  • June 8, 2009

After spending much of the day mired in the red, the three major US stock indexes rallied but still finished the session with mixed results. Shares in the financial and consumer-discretionary sectors led the way on the upside. Read More

  • June 6, 2009

The weather is an important factor for investors to consider; expectations and forecasts, even when they ultimately prove incorrect, have a meaningful impact on some key market sectors. In this regard, one of the factors I watch most closely is El NiƱo Southern Oscillation, more commonly known by the acronym “ENSO.” Read More

  • June 5, 2009

Speculation that the Federal Reserve could raise interest rates sooner rather than later precipitated a decline in bank shares, propelling the three major US stock indexes to mixed results. Read More