With the dynamics of the market shifting daily, it can help to take a step back and get a different perspective on everything from long-term tech strategies to the effect of politics on the Street.
So
TheStreet.com has initiated the
Streetside Chat. Our reporters sit down in a group or one-on-one with people who make the decisions, run the businesses and advise the investors. Arm yourself with fresh investing ideas before the new trading week begins.
This Week
Finance professor and author John Nofsinger advises investors on navigating between the Scylla and Charybdis of overconfidence and paralysis.
Previously
Portfolio manager
Mitchell Zacks discusses the latest second-quarter earnings warnings, as well as their broader implications.
John Mesrobian of
Constantinople Advisors doesn't expect the market to recover for a long time. He's proud to call himself a grizzly.
Ken Roath, chairman and CEO of
Health Care Property Investors, discusses changes in market dynamics, hospital companies and other health care REITs.
Tom Mendoza, president of
Network Appliance, talks about the challenges facing the network storage market.
George Chamillard, CEO and Chairman of
Teradyne Inc., has worked in the semiconductor business for 32 years, and talks about where it's headed.
Brent Rystrom of
US Bancorp Piper Jaffray discusses the retailers' earnings reports and talks about what to expect from next week's key same-store sales figures for May.
Sheldon Jacobs of
The No-Load Fund Investor questions some of the conventional wisdom about fund investing.
Ted Bridges of
Bridges Investment Counsel discusses the Bridges Investment Fund, Warren Buffett, the market outlook and stock selection.
Standard & Poor's Committee Chairman
David M. Blitzer talks about his faith in indexing vs. active management, and about how the S&P 500 works and how his committee judges companies.
Bob Turner of
Turner Investment Partners sorts through the week's news in the tech market, from earnings to the Fed's rate cut.
Waterford Partners' chief
Edward Bozaan, whose Global Stabilization and Recovery Fund focuses on the world's most crisis-rocked emerging markets.
Former
Lehman Brothers analyst
Ravi Suria, now at
Duquesne Capital Management, discusses telcos, debt and
Amazon.com.
Microsoft exec
Charles Fitzgerald is among the strategic decision-makers for the company's ambitious .Net initiative.
Bernie Schaeffer, head of
Schaeffer's Investment Research, talks about what sentiment tells him is in store for investors.
Tony Crescenzi of
Miller Tabak isn't your usual pessimistic bond market analyst -- he believes there'll be a second-half recovery in economic growth.
Investec Wired Index Fund's
Doug Blatch talks about the fund and about why "Wired" doesn't equal tech.
Southern Company's
Bill Dahlberg and Allen Franklin discuss the company and the challenges facing the industry.
Merrill Lynch value fund manager
Kevin Rendino talks about where he sees the bargains in today's market.
Steven Wallman, founder and CEO of
FOLIOfn.com, discusses his online brokerage, which features "folios," or prepackaged baskets of stocks.
Fred Hickey, editor of the
High-Tech Strategist and one of this market's most unrepentant bears, offers his thoughts on the market and technology stocks.
Chuck McMinn, chairman of
Covad Communications (COVD Quote - Cramer on COVD - Stock Picks), discusses what's next for DSL.
Sandy Sanderson Jr., executive vice president of
Oracle (ORCL Quote - Cramer on ORCL - Stock Picks), is responsible for the company's software applications business.
Peter Boockvar, equity strategist at
Miller Tabak, a boutique investment firm that provides market analysis and executes brokerage business for institutional clients, such as hedge funds and mutual funds.
TSC's
Energy Roundtable. Hear six experts debate the future of energy prices, and share their favorite energy stocks.
Robert Robbins, chief investment strategist at
Robinson-Humphrey, discusses the market outlook, the uses of technical analysis, and the oil and gas price shocks.
Ray Dalio, who with his staff at
Bridgewater Associates manages $31 billion for some of the largest pension funds and endowments in the world, offers a sobering outlook for stocks and the dollar.
Securities and Exchange Commission Chairman
Arthur Levitt looks back on his record eight-year tenure as the nation's leading securities regulator.
Gururaj Deshpande, cofounder and chairman of
Sycamore Networks.
John Bogle, founder of the
Vanguard Group, discusses the state of the mutual fund industry.
Chris Edmonds talks to
Ken Lay, chairman and CEO of Enron Corporation.
William Rhodes, chief investment strategist with
Williams Capital Group, is not finding much to be optimistic about right now.
Roger Lowenstein, author of
When Genius Failed, which looks at the Long Term Capital Management debacle.
David Isenberg, an optical networking guru, explains what's ahead for Lucent and other makers of tomorrow's telecommunications networks.
Professor Terrance Odean, the behavioral-finance guru, explains what you might have been thinking when you made that boneheaded investment.
Gerald R. Jordan, Jr., of
Hellman Jordan Management Co., is a proven money maker.
Michael Levy, head of
Deutsche Asset Management, remains cautiously optimistic on Europe despite euro woes.
Peter L. Bernstein, author of
The Power of Gold, envisions a potential dollar crisis.
Mark Hoffman, CEO of
Commerce One, lays out the potential -- and the challenges -- in the B2B universe.
Glenn Hutchins and Dave Roux of
Silver Lake Partners focus on out-of-favor technology.
Marc Perkins of
Gunther International was also among the fraternity of smart guys on Wall Street.
Don Smith of
Nortel talks about what's next for a company on the rise.
Keith Krach of
Ariba. The Chairman and CEO discusses the ABCs of B2B.
Kevin Landis of
Firsthand has been the No. 1 fund manger for the last five years. He shares his secrets on picking tech stocks.
Carl Russo, Cisco's head of optical networking, outlines how the market is stacking up.
Rich Bernstein of
Merrill Lynch. Wall Street's top quant also ranked first in
TSC's Analyst Rankings -- Equity 2000 project.
TSC chats with
Tom Petrie, co-founder of
Petrie Parkman & Co. Petrie has been ranked as the No. 1 oil analyst in the exploration/independent sector by
Institutional Investor for eight consecutive years.
TSC chats with
Steven Schoenfeld, chief investment strategist and team leader of the International Equity Management Group at
Barclays Global Investors.
In the
first of a series of chats with executives from leading network equipment makers
Nortel(NT Quote - Cramer on NT - Stock Picks),
Cisco(CSCO Quote - Cramer on CSCO - Stock Picks) and
Lucent (LU Quote - Cramer on LU - Stock Picks),
TheStreet.com's Scott Moritz talked with
Harry Bosco, Lucent's optical chief, late last month. In their chat, Moritz and Bosco discussed Lucent's strategy, its competitive plans and how it expects to help shape the future of networks.
Two heavyweights of the financial advice business --
Robert Markman of
Markman Capital Management and
Evensky, Brown & Katz's Harold Evensky -- go
head-to-head on questions of diversification, growth vs. value and risk, disagreeing on nearly every point.
TSC Commentator
Chris Edmonds leads a
roundtable discussion with
seven other experts in Real Estate Investment Trusts. The industry has outperformed major indices so far this year. But can the good time last?
Jeff Applegate, Lehman Brothers' chief investment strategist tells why he remains bullish on the New Economy.
John Bollinger of
EquityTrader.com and
Bollinger Capital Management talks about technical analysis, how he views the market and where he thinks it's going.
Bill Ford of
General Atlantic Partners gives a venture-capitalist's eye view of the markets, including a frank discussion of the games that are played on Wall Street.
Robert Streed manager of the
Northern Select Equity Fund, joins us for the
TSC Streetside Chat. Streed will talk about the outlook for technology and how he ferrets out winners among growth stocks.
Andrew Smithers, founder of
Smithers & Co., a London-based firm that advises major hedge funds, and co-author of Valuing Wall Street: Protecting Wealth in Turbulent Markets
Byron Wien, Managing Director and U.S. Investment Strategist at
Morgan Stanley Dean Witter
Wally Weitz, portfolio manager of the
Weitz Value and
Weitz Partners Value funds
Steve Harmon, portfolio manager of the upcoming
e-harmon.com Internet fund
U.S. Trade Representative Charlene Barshefsky
Morgan Stanley Dean Witter's Peter Canelo, managing director in the U.S. strategy group
Robert Wilson, independent investor extraordinaire
Equity Office Properties' Sam Zell
Lehman's Chief Political Strategist Kim Wallace
J.P. Morgan Strategist Doug Cliggott
TSC Staff
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