All week on the show we’ve been talking about strategic cornerstones for 2012. We’ve looked at gold and real estate pretty extensively, and I hope to get to grains and softs next week. Today, we talked quite a bit about oil. As I see it, one of the big surprises in the evolution of the [...]
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I ran across a great article on Bloomberg this morning about the relationship between U.S. equities and the Euro. Turns out that the correlation is pretty strong, and has increased substantially this year. According to their numbers, the Dow and the Euro moved in the same direction 72% of the time in 2011, compared with [...]
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