Another year in the books and I’ve updated my Investing Fads and Themes guide accordingly. So what was 2010 about?

Yes, yes y’all. Your links are ready.

We’ve just round-tripped on the S&P to where we were in September of 2008, just before the epic Lehman meltdown.

A hot new book about the commodity and futures exchanges, more relevant than ever.

An existential question…

the rundown of corporate cash statistics from Merrill Lynch’s David Bianco and Goldman Sachs’s David Kostin.

Ad dollars go where the consumers go, tale as old as time.

In polls, as in real life, the profligate spender wants to convince himself and others that he is miserly, the most reckless wish to outwardly convey a sense of prudence, and so on.

If it looks like a fraud and it quacks like a fraud…

How the blogosphere feels about whether or not gold is a bubble.