A number of interesting items today, so with no further ado…
Boring thought it might be, Chet Currier at Bloomberg.com highlights the many benefits of portfolio rebalancing.
macroblog updated their numbers and sees a 5.00% fed funds rate by May.
Barry Ritholtz at the Big Picture notes the historical seasonal weakness of technology stocks and small caps during the month of March.
Matthew Hougan at IndexUniverse.com asks the question, “Are Emerging Markets Still Cheap?”
Charles Gave at welling@weeden argues against thinking about commodities as an “asset class.”
James Surowiecki in the New Yorker on the “asbestos litigation industry” and the best solution to a seemingly intractable problem.
In what could be an increasingly important story over the next decade, Matthew L. Wald in the New York Times reports on the FAA’s plans to deal with the forthcoming “air taxi” industry.
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