Tomorrow morning I'll be interviewing Kevin Landis, Chief Investment Officer of Firsthand Capital Management. Firsthand specializes in technology. It manages about a billion dollars and almost half of that is in its Technology Value Fund. I'll be asking Mr. Landis if "technology value" isn't an oxymoron, and why it makes sense to buy technology now. This MoneyMasters interview will be posted on Forbes.com on Thursday morning.
Later on Thursday, I will travel to Austin, Texas to take part in the CFA Society of Austin's market outlook dinner. I'll be sitting on a panel with Richard Bernstein of Merrill Lynch. Mr. Bernstein is well known for his rather bearish views on the economy and markets. At the current time, we seem to be in agreement on most issues. The panel will be moderated by Vinny Catalano, CEO of iView Research and former president of the New York Society of Security Analysts.