
| Date | Article Title |
|---|
| May-21-12 | European Dithering Boosts Tech Values |
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| May-14-12 | Europe - As Bad as it Gets |
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| May-07-12 | Dividend Plays as Safe Havens with Solid Returns |
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| Apr-30-12 | Halftime Earnings Update - Excellent is Barely Good Enough |
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| Apr-23-12 | Spain's Impact on US Stocks |
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| Apr-16-12 | Bearish Arguments to Ignore |
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| Apr-09-12 | Headwinds Increase |
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| Apr-02-12 | Credit Cycle is Key to Equity and Economic Recovery |
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| Mar-26-12 | Headwinds |
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| Mar-19-12 | Dividend Plays Still Worth Considering |
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| Mar-12-12 | Greece Defaults, Market Shrugs |
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| Mar-05-12 | Mitt Romney Will Be the GOP Nominee. You Can Bet on It. |
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| Feb-27-12 | The Improving Economy in Pictures |
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| Feb-21-12 | This Is a Market of Stocks, Not a Bubble |
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| Feb-13-12 | Financial Stocks Rally with Renewed Loan Growth |
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| Feb-06-12 | January Economic Data Providing Support |
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| Jan-30-12 | Earnings Momentum Slows |
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| Jan-23-12 | Political Reality Check |
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| Jan-17-12 | Fundamental Matters -- Earnings and Europe |
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| Jan-09-12 | The 17% Stock Return of 2011 |
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| Jan-03-12 | The Bullish Alternative |
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| Dec-19-11 | Top Five Pet Peeves |
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| Dec-05-11 | Opportunity of a Lifetime |
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| Nov-21-11 | Seeing the Bull for the Bears |
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| Nov-07-11 | Dealing with Volatility |
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| Oct-24-11 | The Other Side of "Sell in May" |
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| Oct-10-11 | Employment Data in Context |
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| Sep-26-11 | Overlooked Good News |
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| Sep-12-11 | Value in Dividend Plays |
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| Aug-29-11 | Plenty of Room for Earnings Estimates to Come Down |
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| Aug-15-11 | Fear and Other Pathologies |
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| Aug-01-11 | Plenty of Sound and Fury in This Tragedy |
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| Jul-15-11 | A Debt Limit Showdown |
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| Jul-05-11 | Strength in Weakness |
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| Jun-20-11 | A Familiar Ring |
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| Jun-06-11 | Long-Term Investment Themes |
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May-23-11 |
Ignore the Noise |
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May-09-11 |
Taking Stock of Market Drivers |
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Apr-25-11 |
Bring on the Jobs |
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Apr-11-11 |
First Quarter Earnings Will be Good Enough |
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Mar-28-11 |
This Is a Crazy Market |
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Mar-14-11 |
A Little Bit of History -- Repeating? |
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Feb-28-11 |
The Long-Term Case for Stocks |
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Feb-14-11 |
A Real Interesting Point |
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Jan-31-11 |
A Central Bank Divide |
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Jan-18-11 |
Change on the Margin |
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Dec-29-10 |
A Stock Market Supported by Fundamentals |
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Dec-20-10 |
A Room with a Treasury Market View |
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Dec-06-10 |
The Earnings Slowdown That Isn't So Slow |
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Nov-22-10 |
Holiday Sales 2010 |
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Nov-08-10 |
Risks and Relative Value Remain |
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Oct-25-10 |
Staying in the U.S. to Invest Abroad |
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Oct-11-10 |
Q3 Earnings Preview |
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Sep-27-10 |
Mind the Earnings Yield Gap |
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Sep-13-10 |
A Valuation Chart Book |
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Aug-30-10 |
A Look at Dividend-Paying Companies in the Dow |
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Aug-16-10 |
The Fed Feeds the Uncertainty |
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Aug-09-10 |
Playing the Risk Trade |
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Aug-02-10 |
The Earnings Temperature Is Rising |
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Jul-26-10 |
An Alternative Risk to Respect |
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Jul-19-10 |
An Earnings Season Drama |
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Jul-12-10 |
Q2 Earnings Season |
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Jul-06-10 |
Signs, Signs, Everywhere There's Signs |
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Jun-21-10 |
A Course of (In)Action for the FOMC |
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Jun-14-10 |
Economic Reality Check |
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Jun-01-10 |
Stocks Are Incredibly Cheap, Except for the Risk |
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