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why your investment portfolio is not diversified...plus couple of reads
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http://www.google.com/#sclient=psy-ab&hl=en&site=&source=hp&q=Cautious,+but+Bullish&pbx=1&oq=Cautious,+but+Bullish&aq=f&aqi=&aql=1&gs_sm=e&gs_upl=809l809l0l1914l1l1l0l0l0l0l213l213l2-1l1l0&bav=on.2,or.r_gc.r_pw.,cf.osb&fp=9d5125ae8bd9a83f&biw=1166&bih=691
funds-newsletter.com nov commentary
http://funds-newsletter.com/nov11-newsletter/nov11.htm