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BEATING BILL GROSS: An Interview with “One of Banking’s Best,” Mark E. Peiler, CFA

November 30, 2001
Mark E. Peiler, CFA, Christopher J. Carney

This article is your preview of an interview that will soon appear in our more widely-distributed Bank Portfolio Manager™ publication. That is why the “interviewer,” Chris Carney, is designated by “BPM.” Our ongoing intention is to give readers of the Disciplined Investor® advance looks at significant BPM articles.

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November 27, 2001
Celia T. Wong

Celia is a new analyst with Betzold Investment Group, Inc. who comes to us with a strong engineering background (which includes a B.ApSc and two Master’s degrees, as well as a Certificate in Financial Engineering awarded by Cornell University). We asked her to take a fresh look at one of our perennial topics – duration.

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A Call to Action: Leverage by Shape Management℠

November 16, 2001
Craig Johnson

The idea of using excess capital to grow the balance sheet sounds beautiful. The word “leverage,” however, can crumble the confidence of even the most brazen portfolio manager. There is a right way and a wrong way when walking down this seemingly slippery path. Finding that classic leverage is more difficult than simply locating the cheapest asset and liability and then pairing the two off.

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Changes in Investment Risk Weightings

November 2, 2001
Girish Patel

Soon it will be time to dust off the investment policy to incorporate a risk based capital change. Last week the FDIC Board approved a draft version of the final interagency rule concerning risk-based capital guidelines among other things. The other agencies have also signed off on the final ruling, which will be published in the Federal Register later this month.

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A 30-Year Trick or Treat

November 1, 2001
Mike Coogan

Trick or Treat. The Treasury announced Wednesday that it would no longer sell 30-year bonds. Given a recessionary economy as well as increasing government spending, the bond market was shocked by the news. As of this writing, the 30-year treasury is up 8 points, sending the yield down to 4.69%. The 10-year treasury rallied over 2 points; it now yields 4.11%. The five-year is up ½ point. Yesterday, the treasury market rallied more in one trading session than it has since the stock market crash of 1987.

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