Corporations use a lot of water, and global droughts are starting to take a toll on the bottom line. A few pioneering companies are finding that reducing water isn't just good environmental policy--it's saving a lot of money.READ»
Plastic doesn't have to end up in landfills or the ocean. It can be converted into energy (it's made of oil, after all). But do the risks outweigh the benefits?READ»
Massive materials companies like Dow and DuPont generate so many products that it's difficult to get a comprehensive picture of their sustainability as a whole. Nevertheless, author and investment adviser R. Paul Herman compares the ...READ»
No, the increase in ADHD over the past decade or so isn't just your imagination. It might even be linked to the food we eat every day. A recent study in the journal Pediatrics claims that children with high levels of exposure to a ...READ»
Greenpeace gave Clorox a pat on the back today for phasing out the use of deadly chlorine gas for making bleach at its seven US plants. Not only is this move to safer chemical processes better for the environment, it lowers the ...READ»
Friday, September 18, 2009
The Race from Bretton Woods
Poignancy will not be lost in
this edition of the strategist. I write to you this week from Bretton
Woods in
New Hampshire as I prepare to embark on a ...READ»
Friday, September 4, 2009
Cue September
As if simply following the
media script, markets finally pulled back again this week after
relentless gains.
Measuring the severity of the fall, last Friday we closed at ...READ»
Tuesday, August 18, 2009
"Leveling off"
In the Fed’s FOMC release on
Wednesday, Bernanke and Co. asserted that from their vantage point, the
economy is "leveling off". This shift in language from "stabilizing" ...READ»
Wednesday, June 3, 2009
Buy in May
Students of the Stock Traders Almanac will tell
you that market returns over the best six month period of the year (November 1st thru April 30th) tend to trump those of ...READ»
Friday, May 8, 2009
Mr. Waddell Goes to Washington
Earlier this week, Stacie and I had a terrific opportunity to travel to Washington for a comprehensive debriefing. Through my membership in the Society of ...READ»
Friday, April 24, 2009
SOU Viewing Reminder
To view the 2009 State of the Union videos on Youtube click here.
From Housing…
We concluded last week’s edition of the ...READ»
Monday, April 20, 2009
Waddell Stimulus
Package
The family trip to Disney World has done wonders
for Disney shares. Our adventure last week drove them up 8%. Orlando appears to be recession resistant ...READ»
Monday, February 9, 2009
Showtime
I remember having breakfast with one of our treasured clients on Thursday, September 18th. He asked me if I felt that the markets could repair themselves. I responded emphatically, ...READ»
Sunday, February 1, 2009
Bravo!
If you haven’t picked up a copy of Thursday’s Wall Street Journal, please do. It reads like Hemingway. I laughed, I cried, I liked it better than "Cats." The world suffers no ...READ»
Anxieties around the banking sector have once again paralyzed the markets. With Citigroup and Bank of America trading like lottery tickets and negative surprises emanating from State Street and others, we seem to be right back ...READ»
Monday, January 19, 2009
IOUSA
Markets declined precipitously last week as the kick off of 4th quarter earnings season validated expectations that there would be no corporate earnings, and the banking system received its first cash ...READ»
Monday, January 12, 2009
Happy New Year!
The best thing I have to say about 2008 is that it’s over. The stock market logged its worst performance since 1931 and the non-government related bond market had its worst year ever. ...READ»
