Jeremy Grantham's new GMO letter. Read it and awaken.
I guess I should add a pitch here and there since I think it's time to think about equities again for the first time in a few years. I think it's time for people to build a wish list of about 30 stocks with the idea that they'll take about a dozen to wrap around a couple funds and ETFs. [more]
I don't know what to call this post, so it's just a post about what I'm about to du, because I can see making some moves very soon. So, here it is: [more]
Mortgage Related Securities, Credit Default Swaps (huh?), Leverage, Bank Failures, Stock Market Crash (grrrr), Bailouts, TARP, Bernie Madoff. [more]