AlexS

Harvard's Endowment Stocks Up on Emerging Market ETFs

Well if it was cutting its stake in the overall emerging markets and increasing its stake in a bunch of individual emerging markets it's difficult to see where this is an indication of anything other than perhaps boredom.

Commodities: On the Downhill Slope?

Agreed. People talk a lot about demand destruction. I went out to dinner yesterday and from my vantage point in the parking lot there wasn't a whole lot of demand destruction.