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:
August 01, 2008 REBALANCING
July 15, 2008 ECONOMIC DILEMMAS FROM A TWO-HANDED ECONOMIST
July 01, 2008 JOSEPH SCHUMPRETER AND THE FUTURE OF OUR ECONOMY
Past Full Issue:
January 15, 2008 HAS RISK BEEN UNDERPRICED? AND OTHER STORIES ABOUT TODAY’S ENVIRONMENT
