Economics & Portfolio Strategy is a
semi-monthly publication addressed to institutional investors and
sophisticated
individual investors. The discussion
is rooted in solid analysis based on both investment theory and its
author's five decades of hands-on
experience as an economist, market historian, and professional investor.
Recent Excerpts:
September 01, 2007 THE BILIKIN SYMDROME AND THE FUTURE OF PORTFOLIO MANAGEMENT*
August 15, 2007 MEMORY BANKS AND ECONOMIC POLICY
July 01, 2007 DIVIDENDS AND BUYBACKS: NEW DATA AND NEW THOUGHTS
Past Full Issue:
August 15, 1999 THE GOLD STANDARD AND THE ???? STANDARD
