With the seasonality of driving season and the tensions in the Mideast, it makes sense to have some exposure to refiners.
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San Francisco Happy Hour, etc
Meetup tonight for SF peeps, some links covering today’s action.
Betting On Ag: My Questions
As you’re reading this I will be moderating a panel at the Agriculture 2.0 conference entitled “Betting on Ag”.
Peking Zuck
Entering China would give Facebook access to the world’s largest Internet market, with more than 457 million Web users.
Pimco's Money Where Its Mouth Is
PIMCO has shifted to a short position in U.S. government-related debt in the world’s largest bond fund, while also raising cash holdings…
Counting Gold Longs as Sentiment Bulls
Yet another distortion of the old rules of engagement.
Balance by Carl Richards
Infograph.
Volume on Everyone's Mind
On volume (or the lack thereof).
The Why
I want to address something that I may not talk about enough on this site, the Why.
Krull: Catching Knives, Stepping in Front of Trains
Video.