Web Exclusive Advisory
The Wealth of Sovereigns
- July 23, 2010
The rise of sovereign wealth funds is just one sign of the changing balance of power in the world economy. Influence is shifting away from Western industrialized countries to emerging China and the Gulf Cooperation Council states.
Unlevel Playing Fields
- July 10, 2010
PF Associate Editor Benjamin Shepherd, who’s also editor of Louis Rukeyser’s Wall Street, recently talked with Ian Bremmer, founder and president of The Eurasia Group, a research and consulting firm that focuses on political risk to help businesses navigate the craggy shoals of international expansion, about issues facing Google and other US companies in China and elsewhere.
Macondo and Master Limited Partnerships (MLP)
- June 19, 2010
The need to build out infrastructure to support onshore US unconventional gas, NGLs and oil production will drive growth for energy-focused master limited partnerships. The Macondo disaster will accelerate efforts to boost onshore output, outweighing any negative impacts from lower production volumes in the Gulf of Mexico.
Big Returns from Roads and Rails
- June 4, 2010
In the May 7 issue of Canadian Edge, PF Associate Editors Roger Conrad and David Dittman examined what Canada’s rails, roads and airways are telling us about the outlook for the nation’s economy. So what is the data telling them? Mainly, that the recession is over. And while business is coming back only slowly, sector leaders are gathering strength.
Land of the Rising Sun
- May 21, 2010
Neil Hennessy, portfolio manager and chief investment officer of Hennessy Funds, makes the case that that Japan is undergoing a structural transformation that will alter the face of the Japanese government and the way the nation does business.
$7 Natural Gas
- May 7, 2010
Master limited partnerships (MLP) stand to benefit as US producers ramp increase their output of oil and natural gas liquids from shale plays. Here's how to profit.
The No-Cut Conversion Craze
- April 23, 2010
Two more Canadian income trusts recently announced that they'll convert to corporations without cutting their distributions. The trend is now in favor of preserving high payouts.
Investing in Efficiency
- April 9, 2010
The government and environmentalists often reference efficiency and conservation, but necessity is the mother of invention: Simple economics has historically driven energy efficiency and conservation more than any environmental argument or government mandate.
From Russia with Love
- March 19, 2010
John Connor, manager of Third Millennium Russia (TMRFX), shoots straight and gives us the real story on Russia's bull market.
Progress or Innovation?
- March 5, 2010
John Bogle’s ideas have withstood the test of time: The Vanguard Group continues to thrive, and the new 10th anniversary edition of Common Sense on Mutual Funds required few updates to the core text. Mr. Bogle recently talked to Benjamin Shepherd about the industry’s problems and its future.
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Editors
 | ELLIOTT GUE Editor: Personal Finance, The Energy Strategist, The Energy Letter |
 | BEN SHEPHERD Editor: Louis Rukeyser's Wall Street, Louis Rukeyser's Mutual Funds, Friday Market Wrapup |
 | ROGER CONRAD Editor: Canadian Edge, Utility Forecaster, Maple Leaf Memo, Utility & Income |
 | YIANNIS G MOSTROUS Editor: Silk Road Investor, Emerging Markets Speculator |
 | DAVID DITTMAN Editor: Maple Leaf Memo |
 | HANNAH HSU Editor: Personal Finance |
 | PETER STAAS Editor: Personal Finance, Louis Rukeyser's Wall Street and Louis Rukeyser's Mutual Funds |