Colonoscopy, Currency Trading

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…