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Keeping score

How 10 investing themes for 2008 are performing, and what’s changed

By Jonathan Burton, MarketWatch

Last Update: 6/20/2008 5:17:00 PM

SAN FRANCISCO (MarketWatch) — Oil prices were below $100 a barrel and the Dow
Jones Industrial Average was above 13,000 last November when MarketWatch wrote
about 10 investments to consider for this year.

What a difference seven months, a credit meltdown, crumbling housing prices,
$4-a-gallon gasoline, inflated commodities, recession fears, and a stock-market
correction can make.

“I’m not feeling any better,” says Sam Stovall, chief investment strategist at
Standard & Poor’s Inc. “I would have liked us to be a little farther along than
we are. Now our forecast is for a delayed recession, rather than a canceled
recession.”

With that in mind, it’s a good time to check on the 10 themes and see what
changes, if any, investors should consider.

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