What I’m Reading this Weekend
Barron’s has a fantastically insightful interview with Jeremy Grantham of GMO. His ideas about the inherent strengths and weaknesses of corporate CEOs are both eloquent and simplistic.
I’m trying to get a feel for the long-term trends in base metals (aluminum, copper, nickel, etc) by using these great charts at infomine.com
Reading through some white paper information [...]
More on this topic
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Aluminum Stocks: As Another Contango Begins, Here’s the Best Way to Play It
(Investment U, 2/23/10)
Looks Like the Copper Correction Is Over
(Red Hot Energy and Gold - Global..., 2/19/10)
Copper: Market Top?
(The Technical Take, 2/3/10)
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Investopedia Commentary- Where Third Avenue Sees Value (BAM, GGP, SPG, ESV, NBR)
- America's Biggest Companies Look Reasonably Priced (XOM, MSFT, QQQQ, AIG, BAC)
- Sandridge Energy Shifts Towards Oil (SD, OXY)
- Stong Dividends Worth A Look (AINV, STD, FNF, NYB, PBCT, NLY, CIM, EQR, HRP, MFA)
- The Bear Market Bottom - One Year Later (SMRT, FITB, DNDN, LVS)
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