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Sunday Reading or Confirmation of my bias

A couple of interesting articles which confirmed rather well what I already believed:
James Hamilton weighs in on the impact of speculators on commodity markets.

Not surprisingly he believes it is the financial investors who are behind the rise of prices over the past year.   But it also leads him to question the narrow definition of inflation the Fed uses.

At the Telegraph, Tom Stevenson argues it is best to be invested in quality equities.

Not that I ever need any convincing on that issue.