Has anyone seen James Carville recently? I think I spotted him recently behind Rick Santelli in the bond pit, but I could be mistaken. It was Carville who once lamented that the bond market wouldn’t allow former President Clinton’s piker of a stimulus plan back when he was first elected by saying, “I used to think that if there was reincarnation, [...]

The Global Opportunities model portfolio has recently been updated. Changes to the model include as follows:
Buy Companhia Siderurgica SID
     3.0% Total Allocation 
Buy Infosys Technologies [[INFY]]
     3.0% Total Allocation 
Buy Brookfield Asset Management [[BAM]]
     3.0% Total Allocation 
Buy Bucyrus International [[BUCY]]
     3.0% Total Allocation 
Buy Credit Suisse CS
     2.0% Total Allocation 
Buy Southern Copper Corp PCU
     3.0% Total Allocation 
Buy Aluminum Corporation [...]

The World Allocation model portfolio has recently been updated. Changes to the model include as follows:
Buy MSCI EAFE Index EFA
     5.0% Initial Position
Buy MSCI EAFE Small Cap Index [[SCZ]]
     5.0% Initial Position 
Buy FTSE Developed Asia REITs [[IFAS]]
     5.0% Initial Position 
Buy COMEX Gold Trust IAU
     1.0% Position; 5.0% Total Allocation 
Sell S&P 500 Index IVV
     5.0% Position; 15.0% Total Allocation
Sell NAREIT Mortgage Index [...]