There have been some notable highs of late—some of them more welcome than others. On the more welcome side of the ledger: small caps, as we note on p.10, recently made all-time highs, while utilities and the S&P 500 have hit four-year highs. That’s good news, because… Read More

They’ll soar along with oil   THE OUTLOOK: As oil prices continue to rise, alternative energy companies will find their growth rates are limited only by their ability to supply increasingly voracious markets. HOW TO PROFIT: Invest in some of the alternative energy companies… Read More

We’re swapping our two mines for streetTRACKS Gold Trust   First, a basic question: why invest in gold at all? The answer: gold is an essential hedge against both inflationary and deflationary threats—and in our view, we’re facing increasingly rocky economic times in which both threats… Read More

Yielding nearly 6%, Valero is an MLP that delivers   Energy stocks have soared in 2005. One by-product: dividend yields have dropped. Thus we’re taking a huge profit in Canadian Oil Sands—up 250 percent since our December 2003 recommendation but now yielding below 2… Read More

Royce Value fund already is pulling ahead of the pack   One challenge in running FundFolio is that those pesky funds within it don’t always stay put. A fund that starts out in one category may mutate over time—in terms of the size or makeup of… Read More

Excelsior Energy bets big on small-cap Tetra   Last issue, following the lead of Excelsior Energy and Natural Resources, we sold Spinnaker Exploration for a nice long-term profit. We have since taken another look at the savvy Excelsior energy fund to see… Read More

And holding fast to two drug picks that we think will rebound   Fast Track, by design, is the riskiest portfolio in TCI, focusing on the most volatile investments—small caps and shorts. It’s where we swing for the fences, willing to tolerate some disappointments as the… Read More

Someone has to deal with it, and these storage companies are up to the job   Enabled by the explosive growth and falling prices of sophisticated technology, we’ve all become addicted to data, both in our jobs and even in our personal lives. It used to… Read More

Marc Jacobson:Why Wind is a Big Deal   Like singer-songwriter Bob Dylan, Mark Jacobson—a civil engineering professor at Stanford University—believes the answer is blowing in the wind.   Wind energy, he’s convinced, can solve two major problems facing our economy: the energy crisis and the… Read More

In August, Stephen Leeb hosted an exclusive live teleconference presentation, in which he offered a detailed analysis of economic and market trends and answered questions from participants. In addition, he later responded in writing to questions that, because of lack of time, hadn’t made it into the conference. Read More