Thursday, May 03, 2007

CFA Society of Washington, D.C.'s provocative investment topics

The participants in my presentation to the CFA Society of Washington, D.C. on “How to Write Investment Commentary that People Will Read” suggested the following topics might intrigue readers of their investment commentary.

  • If the Democrats retain control of Congress, capital gains tax will rise once the current provisions expire in 2010
  • Small cap stocks will continue to perform well
  • Economic growth will continue strong, despite housing and other problems
  • Oil will fall to $30/barrel
  • Iran will discontinue nuclear activities
  • We must achieve energy independence
  • The residential housing market is not as bad as it seems
  • Why the market won’t correct

Thank you, all participants, for your energetic involvement in our interactive exercises. You made the session very enjoyable for me.

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