I have nothing left to say of any consequence for the remainder of the year, but I do read a lot and I curate like a motherf***er. So here are some great links you should check out today: Last minute scramble for a Cliff deal, the latest here: (LATimes) The 45 Most Powerful Photos Of 2012…
Saturday Night Video: It’s Bruno’s World…
Video.
Bespoke’s 2012 Commodities Scorecard
My friends Paul and Justin at the Notorious B.I.G. have the year-end commodity returns for 2012: As shown, three of the ten commodities in the chart are down in 2012, while seven are up. Corn has posted the biggest gain in 2012 at 17.33%, which isn’t that much for the top performer relative to some…
The Six Biggest Investing Lessons of 2012
If I should die or lose my WordPress password tomorrow, I’d be satisfied with this post being the last thing you’ve ever read from me.
Foo Fighters – Led Zep Tribute
Video.
Own the Robots, Bro, Trust Me.
Me and Paul Krugman don’t agree on everything, but the idea that He Who Owns the Bots Owns the Economy is where both of our heads are at. Krugman challenges the conclusions of Bob Gordon’s much-debated “End of Growth” theory with the idea that GDP growth can be whatever we want it to be in…
Clips from Today’s Fast Money
Mark Hanna on Why the 200-Day Moving Average Signal is Broken
Lots of investors – amateur and professional – began adding some major moving average buy-sell signals into their process in the wake of 2008. When it turned out that relying on PE ratios and forward profit guidance would prove to be lethal to stock pickers in a meltdown, there was a scramble for some kind…
A Word on Sector Selection for 2013
Chart.
QOTD: Overpaying for Protection
When I hear from retirees with portfolios that are completely out of stocks and laden with low-yielding “safe” treasurys, I’m often reminded of the cartoon I saw as a kid where the homeowner brings in a lion to catch a mouse. Jerry Webman, Chief Economist at Oppenheimer Funds puts it better than I can when…
