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Only exceptional companies grow during the tough times, and the downturn that began more than a year ago looks like it has further to go. The good news: Income Portfolio picks are turning in solid second quarter numbers. Read More

  • August 13, 2008

After a nice run in the second quarter, the Advantage Portfolio is off to a shaky start to this quarter. But even the most powerful trends slacken from time to time, and we’re happy with our longer-term positioning. Read More

  • August 13, 2008

T. Boone Pickens isn't the first energy impresario to stun his peers by embracing and espousing environmentalist positions. Jim Rogers, CEO of Duke Energy, made a lot of enemies in the industry when he acknowledged the dangers of climate change and championed cap-and-trade regulations on carbon emissions. Read More

  • August 13, 2008

Congress and the administration have long championed ethanol as the methadone to our nation’s addiction to foreign oil, but critics are increasingly questioning both the ethics and efficacy of the government's ethanol policies. The US is on track to allocate a third of this year’s corn crop to produce 9 million gallons of ethanol--a mere 6 percent of gasoline demand--but the high costs of this miniscule progress are truly discouraging.  Read More

The financial sector has been suffering since the beginning of 2007, down more than 23 percent as a whole since then. Whether a smaller regional bank or a multinational investment, odds are it’s dealt with writedowns and eroding confidence. Read More

Greenhouse gas (GHG) regulation is dead in the water for 2008. But with both major presidential candidates supporting--and carbon dioxide output surging--it’s a lock in 2009. Read More

  • August 13, 2008

US stocks pared earlier losses but still finished in the red, as a selloff in financial shares amid renewed concerns about mortgage-related losses weighed on the markets. Read More

  • August 12, 2008

US stocks tumbled today, with renewed concerns about mortgage-related losses weighing heavily on share prices in the financial sector. JPMorgan Chase (NYSE: JPM) stoked anxieties after announcing some $1.5 billion in additional writedowns. Read More

  • August 11, 2008

US stocks posted modest gains today, as falling oil prices helped buoy share prices in retail and consumer-related sectors. Read More

  • August 8, 2008

Cash Cows Legacy Reserves (NSDQ: LGCY) and Linn Energy (NSDQ: LINE) enjoyed another strong quarter of acquisitions, production growth and high oil and gas prices. Read More