The Uncorrelated Return Myth – Richard M. Ennis, CFA -  Financial Analysts Journal   – hattip Prieur du Plessis
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Oil: Supply & Demand? Hardly! - Written by Julian Murdoch – … Globally, we are awash in oil. … more … – Hard Assets Investor

vs
Triple-Digit Oil by Next Summer – Jim Cramer conducts a clear and concise interview with former CIBC World Markets Chief Economist, Jeff Rubin on the future of oil. – Plan B
Economics
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    Hedge fund corner from Market Folly:

Hedge Fund News: Soros, Citadel, Atticus, Caxton & More – good summaries of their thoughts – Market Folly Blog
and
Paul Tudor Jones Favors Gold & Curve Flatteners (Investor Letter) – In his latest letter to investors, hedge fund manager and legendary trader Paul Tudor Jones outlines his firm’s thoughts on the topics of equities, bonds, and currencies. Tudor’s letter is one of those ‘must reads’ as his macro sense is phenomenal and he is one of the greatest traders of all time – Market Folly Blog
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has interesting trade idea: Taking Advantage of Interest Rates – … if we believe in any recovery in the world economy then I think it is safe to say that we will not see 30 year treasury yields hit 2.5% as they did on December 18, 2008.  Those yield levels were crisis levels. … – Surly Trader Blog

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Dollar Could Surprise in 2010 – Guest Post by Oxford Analytica – Investors who continue to short the currency in 2010 face considerable risk. – Research Recap