August 1, 2008
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| MARKETPULSE |
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MARKETPULSE
Too big to fail. No, we’re not talking about Fannie Mae and Freddie Mac, which were recently bailed out by the U.S. government. Rather, we are referring to the economy itself. And not just the U.S. economy but the entire global economy. Falling home prices, falling stocks, surging commodities, and rising inflation have forced policymakers into a hideous corner. They either can accept high and rising inflation or must risk a massive and possibly uncontrollable recession...
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| FRONT PAGE |
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Golden Rule
Over the next five years, gold is likely to hit at least $2,500—and this estimate could prove conservative if the economy gets as turbulent as we expect.
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| GROWTH PORTFOLIO |
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Even When Inflation Hits, These Big Stocks Can Grow
Coke, P&G, and J&J have what it takes to keep consumers buying
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| INCOME PORTFOLIO |
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Spain’s Super Bank
Santander has a shrewd growth strategy plus a high dividend
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| FUNDFOLIO |
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Reconsidering Two Choices
A Mairs fund gives way to Eaton Vance; Third Avenue Value’s risky bets
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| FUND FINDS |
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What They’re Buying
Tops at Finding Gold and Mining It Cheaply: Newcrest Mining has a strong pipeline of projects underway
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| FAST TRACK |
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Review Time
Our outlook holds firm for Pediatrix, American Superconductor, and Warner
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| SECTOR SENSE |
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Geothermal Heats Up
A niche alternative energy with the potential to enrich
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| MARKET BITES |
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MARKET BITES
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| WHAT THEY'RE THINKING |
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India: The Experts Weigh In
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| SMALL CAP VALUE PORTFOLIO |
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Our Picks Outshine
Greenbrier, American Equity, are down but we think they’re far from out
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| FULL ISSUE PDF |
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