Topics covered: The tech bubble, Technology stocks, Tax efficiency, Retirement projection, Participating in bull markets, Mixing assets, Foreign markets, Consumer discretionary sector
Topics covered: The auto sector, Non-performings, M&A Activity, Lowering interest rates, Increased regulatory costs, Fill-in acquisitions, Fee income, Credit Quality, Branching activity, Bank earning cycles
Topics covered: Telecommunications rollouts, Sell discipline strategy, New Orleans regional banks, Homebuilding market, ETFs, Equity investing, Energy stocks, Capital goods
Topics covered: Volume projections, Refinancings, Pricing pressures, Net interest margin (NIM) transactions, Mortgage REITs, Moderating home prices, Credit cycle, Capacity excess, Auto finance market
Topics covered: Sarbanes-Oxley overhead, Pricing decline, NAND flash memory, Memory devices, Inventory issues, Industry fundamentals, Consolidation, Capital spending budgets, Capacity build
