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Find an internet article in The Wall Street Journal or some other business or popular press publication ( Business Week, Fortune, Forbes, see syllabus for

Find an internet article in The Wall Street Journal or some other business or popular press publication (Business Week, Fortune, Forbes, see syllabus for more options) that describes an investment strategy with regards to fixed income markets. You may wish to use the UTC library database to search for periodicals. If you are adventurous, you could also look on the Web for pages that offer investment advice. Using your understanding of the fundamentals of bond portfolio strategies, critique the article in a one-page memo. Organize the memo as follows:

  1. Summarize the investment strategy.
  2. Briefly discuss the relevant principles from the course that apply to the article. You should be specific with regards to bond portfolio strategies. For example, your investment strategy may discuss bullets, barbells, or ladders; if so, discuss the specifics of the strategy including at least one example (using actual bonds).
  3. Discuss whether the strategy is consistent with the principles from the course.
  4. Who is offering the advice? Do you think they have a hidden motive?
  5. Would you recommend the strategy to a family member? Why or why not?

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