Rebalance

The WSJ (hat tip The Big Picture ) with some faulty numbers: Advisers, too, have been buying higher and selling lower. Those who use TD Ame...

Am I Deaf? Gold Up... Inflation Down Edition

Mark Gilbert over at Bloomberg in an article titled Investors are 'Deaf to the Screams of Gold, Cotton': If you told Rip van Bondtr...

More on Contango

FT Alphaville with a great post "Is ‘cash for commodity’ the biggest trade in town?" explaining why commodity curves are in conta...

Betting Does Not Equal Investing

According to Dilbert creator Scott Adams (via an interesting WSJ piece 'Betting on the Bad Guys'): When I heard that BP was destroy...

The Certainty of Uncertainty

Abnormal Returns has a great post about uncertainty and investing; a topic that has been on my mind of late due to the bomb scare , oil spi...