The Disciplined Investor

Foreigners held most US Treasuries 10 years ago; now a minority — Berkeley economist

15 arguments: How the Treasury propped up the yen with euros and what reserve managers heard, why a Spanish silver coin was the first global currency…

4 hrs ago • The Scuttlebutt

Tom Nelson: a good diversifier should occasionally disappoint clients, and boring works | The Disciplined Investor

Franklin Templeton's head of asset allocation on why owning a lot of things is not diversification, plus Andrew Horowitz on Operation Twisted, the gold…

Aug 31 • The Scuttlebutt

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