Monday, October 23, 2006


I write a combined response to several recent conversations about 401-K accounts, mutual funds and investment sectors. When the price of oil started to fall, I pushed hard on the idea that the oil money would flow to technology and to consumer cyclical stocks. At other times, I wrote that the "second half" of the business cycle will ultimately be won by email for the rest of my commentary Or if you'd like to discuss your personal investment strategies.