Topics covered: Underwriting, The two-year time horizon, The reinsurance space, Short-term opportunities, Premium on the decline, Credit risk, Cheap opportunities, A combination of the rate and the policy count
Topics covered: Weaker production, The weakening economy, The soft housing market, The Chinese domestic market, Higher raw materials costs, Higher gas prices, Global Growth, Exports gaining momentum, China as the biggest automobile market in the world, A shift to less profitable vehicles, A modest recovery might occur in 2009, A decline in sales
Topics covered: Transmission & distribution assets, Stocks to worry about, Stock recommendations, Smart grid outlook, Restructured utilities, Renewables standards, Regulatory trends, Regulated and unregulated utilities, Rate base growth outlook, Power plant costs and inflation, Outlook for nuclear power, Nuclear generation costs, Investor interest, Infrastructure building, Industry capitalization issues, Independent power producers, Increased reliance on gas-fired generation, Impact of high fuel prices, Impact of electronics and LED light bulbs, Capital expenditures, Capacity issues
Topics covered: The shorter-term business cycle, The long economic cycle, The current high growth phase, Tactical Asset Allocation, Strategic fund selection, Stock portfolios, Rising inflation, MLPs, Management performance, Large cap and mid-cap funds, Interest rates, Growth portfolios, Fixed income portfolios, Fixed income investment management, Currencies, Commodities, Asset allocation portfolios, A rising dividend stream that outpaces inflation, A companys financial condition
Topics covered: Traditional portfolios, The current market volatility, Systematic risk, Strong balance sheets, Stocks with a low beta, Stocks on an earlier growth curve, Risk-averse portfolios, REITs, Providers of decent dividends, Portfolio beta, Market exposure, Long/short ratios, Higher-risk hedge funds, High quality stocks, Global newspaper publishers, Excellent management, Equity Exposure, Defensively optimistic investing, Core holdings
