- An old, hard-hitting interview by Ted Aronson to Money magazine available here. It is refreshing to hear a money manager running a mutual fund telling us that we have to invest in low-cost funds and avoid actively managed funds altogether (including his own!) in taxable accounts.
- Writing in the Toronto Star (registration required), David Crane argues that Canada’s future prosperity depends on innovation and suggests four emerging trends that provide huge opportunities.
- The New York Times Outlook for the markets in 2005. Nothing really new here though.
- From the latest issue of Forbes: David Dreman is forecasting a 5% rise in the S&P 500 for 2005, recommends stocks with a value-bent (like always) and thinks long-term bonds will suffer. Ken Fisher, on the other hand, thinks S&P 500 will post a 25% gain and reviews his stock recommendations of the past year.
- Donald Luskin argues in his Ahead of the Curve column, that Bush’s Social Security Reform will be very bullish for stocks.
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