Instead of chasing after retailers using the old standby of return on assets, consider a variation: Go for companies whose ROA measures will remain unscathed if and when rulemakers lower the boom on lease accounting.

FORBES: Retailers

Though he didn't gussy up his music, he knew how to keep people engrossed all the same: A master of stride and boogie and bebop, he'd string his listeners along just by dancing around the theme, and then at just the right moment, he'd lower the boom, delivering a line so dazzlingly improbable that the common response was a gasp.

NPR: A Jazz Genius Goofs Off

The current pace of construction is not only lower than in the boom, but well below historic averages.

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At home, the main risk is that lower interest rates will prolong the house-price boom.

ECONOMIST: The Bank of England yanks down its growth forecast

But that cheap dollar policy actually only discourages the investment in America essential to getting the economy booming, as investors fear lower returns from a declining dollar, inflation, and the boom and bust cycles that such policies cause.

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The introduction of more-affordable mortgages in Mexico, coupled with lower interest rates, has fueled a boom in home building that began five years ago, but the country still faces a deficit of 4.3 million homes.

FORBES: Spend, Spend, Spend

His administration's new economic plan, the brainchild of the IMF, was supposed to lower interest rates and produce a boom.

FORBES: The Confidence Question

But the capital B boom investors have grown accustomed to is more of a lower case boom.

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