Topics covered: Scientific Advisory Network (SAN), S&P 500 as a benchmark, Interest rate outlook, Inflation control, HMO stocks, Gold demand, Emerging telecoms, Currency risk in China, Agriculture commodities
Topics covered: Volatility in energy, Risk-adjusted loans, Regulatory changes, FICO scores, Dividend growth expectations, Commercial real estate sector, CDO market, Buy-here/pay-here (BHPH)
Topics covered: Sarbanes-Oxley regulations, Processor speeds, Plant closings, Inventory issues, Infrastructure in China, Flash memory market, DRAM, Competitive environment, Chip architecture problems
Topics covered: The currency arena, Regulating hedge funds, MSCI World Index, Long/short equity markets, Inflationary outlook, GARP discipline, Fixed income investing, ETFs, Contrarian picks, BBB bonds
Topics covered: Trends in demographics, Resurfacing technologies, Reimbursement Trends, Regulatory investigations, Product life and launch cycles, Orthopedics space, Hip and knee market, DOJ investigations, Biologics
