Commodities Unbound! at WSJ. Commodity markets look for hero in China at Marketwatch. If Chinese GDP growth declines to 6.5%, then industrial commodities are to be avoided. Ritholtz
As for precious metals, CPI inflation is not important (Ritholtz). Consider the money printing: Goldman Estimate: QE3 could be $1.2 to $2.0 Trillion at Calculated Risk. Just how easy is the Fed? Crossing Wall Street.
U.S. cars sales expected to reach a 54-month high this month from Mark Perry. Pent up demand for new homes is bringing home-builders back to life at Sober Look. Housing’s shadow inventory is declining rapidly at Sober Look.
Invest in the market you have, as opposed to your ideology. Peak Prosperity.