The Complete Investor Financial Newsletter November 21, 2008
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September 1, 2008



MARKETPULSE

Market Pulse
Meet the new world—which is strikingly similar to the old. On the right we compare today with the 1970s. And while there are some differences, they’re far outweighed by the similarities.

FRONT PAGE

The ’70s, But More So
Commodity inflation explains why the overall stock market will continue to lose ground, just as it did in 1970-80. But it also offers today’s investors the clearest path to big gains.

GROWTH PORTFOLIO

Our Financials: Massively Outshining a Weak Sector
Owning almost any large-cap bank stock in the past year would have been challenging.

INCOME PORTFOLIO

FPL and Exelon: Priced to Buy


FUNDFOLIO

Adding a BRAC Look-Alike


FUND FINDS

What They’re Buying


FAST TRACK

Rx for Bloated Managed Care


SECTOR SENSE

SWFs: Following the Money


MARKET BITES

Market Bites


SMALL CAP VALUE PORTFOLIO

Luxury Hotels, Staffing Services


WHAT THEY'RE THINKING

Mark Fisher: He’s Where the Oil Action Is


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