Rational Temperance by Bill Gross.
More evidence that housing has bottomed by Scott Grannis. New Home Inventory Continues to Fall at Value Plays.
Tidbits on the industrialization of China by Frank Holmes.
Ken Heebner Bets 21% of His Stock Fund Against Treasuries at Bloomberg.
Total Yield: Buybacks + Dividends Push These Blue Chip Yields to 4% at Ycharts.
From the perspective of dividends, Opportunity in the Canadian Mining Sector at Dividend Pig. The yield on FCX shares is meaningfully higher…
In the Year of the Snake, Where Will Copper Head? (Frank Holmes). Watch Dr. Copper as a tell: