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Thoughts from the Frontline Archive, February 2002

Nuclear Waste or Gold?
  • February 22, 2002

Nuclear Waste or Gold?

Long time readers have been asking me to re-visit some of my old themes and recommendations. Today we are going to visit our old friends, The Three Amigos , to see what these historically accurate indicators have to tell us about the direction of the economy. Is it safe to get back in the water? I suggest a special way to invest in high yield bonds that you don't want to miss.

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Economic Denial
  • February 15, 2002

Economic Denial

Reader response to my prediction that we are in the Muddle Through Economy has been interesting. While most readers seem to agree, a few think I am being too pessimistic and we are poised for a boom and many of you think we are headed for a far worse economic scenario.

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Bull Market or Gloom and Doom?
  • February 8, 2002

Bull Market or Gloom and Doom?

My theme for the last few weeks has been that we are in the Muddle Through Economy -not much downside but not much upside. The data this week reinforces my point. Today we will look at the evidence that continues to mount.

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The GDP Waltz
  • February 1, 2002

The GDP Waltz

What an amazing week. The data deluge as I came back into the office from Florida was staggering, and I write this letter late at night after a day of reading and thinking.

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