Topics covered: Semiconductors, Royalty fees, Recovery cycle, Investment tax credits, Handset market, Government regulation, Consumer-oriented e-mail software, C-level talent shortage, Broadband access spending
Topics covered: The FERC, Rig counts, Regulation and politics, Oil pricing, NYMEX gas curve, Meeting demand requirements, LIHEAP (Low Income Home Energy Assistance Program), Impact of gas prices on electricity, Fuel switching, China's role, Building terminal capacity
Topics covered: The tech bubble, Technology stocks, Tax efficiency, Retirement projection, Participating in bull markets, Mixing assets, Foreign markets, Consumer discretionary sector
Topics covered: The auto sector, Non-performings, M&A Activity, Lowering interest rates, Increased regulatory costs, Fill-in acquisitions, Fee income, Credit Quality, Branching activity, Bank earning cycles
Topics covered: Telecommunications rollouts, Sell discipline strategy, New Orleans regional banks, Homebuilding market, ETFs, Equity investing, Energy stocks, Capital goods
