Thoughts from the Frontline

How Should We Then Invest?

October 12, 2001

Last week we began a series on developing a philosophy of investing. This week we will continue with part 2 as we focus on what types of investments should do well after the economy turns around. Then we look at specific funds you can go into now.

Next week, we will return to surveying the economic landscape. It is not pretty, as country after country is slipping into recession. World trade is slowing at an alarming rate. I know many of you are worried about inflation, as the Fed is pumping the money supply and the government goes back into deficit spending. How, you ask me, can this not produce rampant inflation? Next week, I will attempt to answer. Like Charles Schwab,…

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