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PARK PIEDMONT ADVISORS COMMENTS: 2005

Below are past issues of the PPA Monthly Comments.
(These are in PDF format).

December 2005

• Contradictory Views of the Same Information
• Investment Choices for Implementing Asset Allocations

November 2005

• Investment Returns and Choices
• Swensen on Rebalancing and Market Timing

October 2005

• Inflation's Impact on Markets
• Review of "Unconventional Success", by David Swensen

September 2005

• Annuities
• Housing: Historical Returns compared with Stocks and Bonds

August 2005

• Impact of Hurricane Katrina
• Oil Prices, Interest Rates, and Securities Market Prices
• Annuities (plus Update on Hedge Funds)

July 2005

• Hedge Funds

June 2005

• Market Surprises: Interest Rates and Oil Prices

May 2005

• Media Impact on Investment Decisions
• Housing as an Investment

April 2005

• Volatility, Market Timing, and "Short" Investment Strategies

March 2005

• Alternative Investments and Diversification

February 2005

• Current Investment Opportunities
• Conventional Wisdom and Our Views

January 2005

• Details of PPA¹s Investment Approach