2002 Archives
Why We Remain Bullish
January 2002
Dr. Hans Black
An annual review of 2001, focusing on September 11, but also on two events of great economic significance: the bankruptcy of Enron and the collapse of Argentina's economy.
Time Will Tell
February 2002Dr. Hans Black
Dr. Eliot A. Cohen is professor of Strategic Studies at the Paul H. Nitze School of Advanced International Studies (SAIS) of Johns Hopkins University. Discussing the war on terrorism, he writes, "In war, it is often easier to know whom one is fighting than what one is fighting."
Fukui, Iwata and Muto
March 2002 Dr. Hans Black
Argentina is in crisis. The authors trace the policies that have led to the present situation, and outline the challenges facing the new president, Eduardo Duhalde.
Crème Brûlée
April 2002 Dr. Hans Black
Schumpeter's 'gale of creative destruction' is hard at work in many corporate sectors, though the first phase of consolidation in the telecommunications industry may be drawing to an end.
A Recurring Syndrome
May 2002 Dr. Hans Black & Nicholas Minns
Dr. Black reports on a speech by U.S. National Security Adviser, Dr. Condoleezza Rice, at SAIS, where she left her audience in no doubt that the war on terrorism is far from over.
What, Me Worry?
June 2002Dr. Hans Black
Dr. Black assesses the new diplomatic prowess of Russian president, Vladimir Putin, and analyses his evolving role on the world stage.
Head in the Sand
July 2002 Alex R. Black
Telecom and technology stocks have become synonymous with both hype and collapse. Now is the time to do some serious shopping in these sectors.
Earnings Surprises
August 2002 Salvatore Ruscitti
The end stages of bear markets are the most painful as bids simply disappear. However, it is during such periods that the seeds for the next bull market are sown.
Constant Worry
September 2002Dr. Hans Black
n a recent speech at Jackson Hole, Wyoming, Alan Greenspan sounded a rather defensive, even apologetic note with regard to the Fed's actions during the bubble era. Will his legacy stand the test?
Madmen in Authority?
October 2002Dr. Hans Black
Coming out of a relatively dull stage, gold has now regained its brilliance and its traditional role as a store of value — and a cheap one at that.
Serious Concerns
November 2002 Dr. Hans Black
Adapted from an article by Robert D. Retherford, Senior Fellow and Coordinator, Population and Health Studies at the East-West Center, of which Interinvest is a sponsor, the article describes recent population trends in Asia and explores the likely course of Asian population dynamics in the future.
The Instability Pact
December 2002 Salvatore Ruscitti
The current skepticism marks a transition from the last decade's winners to other sectors from which the new champions will emerge