Good morning, Peeps. A few things…
By the time you’re reading this I’ll be undergoing a a battery of gastrointestinal exams as a follow up from my near-death experience last Labor Day weekend. One of these exams is a colonoscopy so I’ll be out of it for most of the day. And even when I come to, I’ll be too druggy and violated-feeling to want to do much posting.
What I want everyone to do is read this Barron’s cover story from the weekend on currency trading/investing coming into its own as an asset class. I am highly conflicted about the piece but it is a terrific rundown of both the smart and stupid ways people are hedging their cost of living concerns.
It’s here: The Money Whirl (Barron’s)
Also, this guy Jack Barnes is a sharp guy, he’s saying that Timber could be THE reconstruction play in terms of rebuilding Japan. Read it here: Confessions of a Macro Contrarian
I’ve also managed to get my WSJ linkfest up this morning. It’s a good one: (WSJFA)
And when you finish with that, I leave you in the capable hands of my friend Tadas Viskanta and his backing band The Abnormal Returns. They’re a lot ike Tom Petty and the Heartbreakers only with way more lyrics about Mean Reversion. And the set list changes 7 days a week.
It’s here: Tadas Viskanta and the Abnormal Returns
Thanks guys, see you on the other side…