(must read) 2011 Investment Strategies: 9 Buys, 9 Sells - (excerpted from the January 2011 edition of A. Gary Shilling’s INSIGHT) - John Mauldin’s Outside the Box E-Letter

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(slide show) Prepare For The Amazing Global Economic Supercycle That’s Going To Blow Away Your Wildest Expectations - Gregory White - The economy is in the midst of a thirty year super-cycle that will see Asia boom to become the dominant economic force in the world, according to Standard Chartered. - Money Game at Business Insider

(gold – silver ratio) Dennis Gartman On The Coming "Surge" In Gold, And The Clobbering In Silver - Joe Weisenthal - … The public has rushed into silver as the “poor- man’s gold” and has to be shaken from its positions before health can be restored. In the process, can we imagine the Gold/Silver ratio trading back toward 55:1 from the present level just barely below 50:1? … - Money Game at Business Insider

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Wall Street’s new lie to Main Street – Asset Allocation - Mark Cuban - … Today, your investment advisors want you invest in things you have absolutely no fricking clue about and have pretty much absolutely no fricking ability to learn about.  They want you to diversify into Emerging Markets, Commodities, International Bonds, Munis, Real Estate Investment Trusts, ….and.. well, a lot of different “stuff”. … - Blog Maverick

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More of Less - Michael Panzner - Not content to squeeze every ounce of productivity from rank-and-file employees for little extra compensation in return, many large companies also appear willing to cheat their customers and undermine brand values to please Wall Street and line the pockets of senior executives. In "Your Favorite Products - Now 20% Smaller," CNNMoney.com highlights data from Consumer Reports detailing the sleazy and misguidedly short-term-oriented marketing strategy being employed by many "leading" consumer product companies: … - Financial Armageddon

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Bank lending is definitely picking up - Scott Grannis - Late last year I highlighted a variety of charts that painted a picture of "impressive economic strength." In this post I revisit one that has displayed some impressive follow-through: Commercial & Industrial Loans, a good measure of bank lending to small and medium-sized businesses. - Calafia Beach Pundit

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R.I.P., Great Bond Bull Market? - Tom Petruno - LA Times Money

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Retreat on ‘Marking To Market’ - By MICHAEL RAPOPORT - WSJ Markets

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(interesting) Economic Paper From 1981 Explains Why Only Hedge Fund Managers — Not I-Bankers- Can Make More Than Lady Gaga - Courtney Comstock - Clusterstock at Business Insider