couple of weekend reads [OT & non-OT]

johnN

http://www.gmo.com/websitecontent/JGLetter_ResourceLimitations2_2Q11.pdf
David Snowball's recommendations

'sell everything'
http://www.nytimes.com/2011/08/07/business/neurofinance-shows-how-investors-can-shun-reason.html
manage risk

managing risk in an investment portfolio
http://www.nytimes.com/2011/08/06/your-money/asset-allocation/managing-risk-in-an-investment-portfolio-wealth-matters.html?_r=1

panic selling can create opportuinties
http://www.stltoday.com/business/columns/jim-gallagher/article_1a3e6c7c-b7f6-5424-9dee-21ac851fad37.html


auxier funds quaterly shareholder letter
http://www.gurufocus.com/news/140705/auxier-funds-quarterly-shareholder-letter

creating perfect bond portfolio
http://seekingalpha.com/article/283533-creating-the-perfect-portfolio-fixed-income

5 funds that give you better yield little risks
http://www.marketwatch.com/story/5-funds-that-give-you-better-yield-little-risk-2011-08-01

Junk-bond investors need courage, diversification
http://www.stltoday.com/business/local/article_11637f17-3d53-5bbf-ac1f-ecced24b58e6.html

loosing stream
http://www.schwab.com/public/schwab/research_strategies/market_insight/todays_market/sonders/sonders_080111.html
http://www.schwab.com/public/schwab/research_strategies/market_insight/investing_strategies/bonds/bond_market_view_midsummer_squall.html

gold bug rejoice
http://www.mineweb.com/mineweb/view/mineweb/en/page33?oid=132793&sn=Detail&pid=102055

http://online.wsj.com/article/SB10001424053111903454504576489661942123114.html

3 MFs that take their time
http://www.smartmoney.com/invest/mutual-funds/three-mutual-funds-that-take-their-time-1312403518973/


Target-date funds not as certain as marketed
http://www.chicagotribune.com/site/newspaper/business/sc-cons-0804-started-20110805,0,7257252.story

Monday Morning Outlook: Bracing for the U.S. Debt Downgrade Reaction
http://www.schaeffersresearch.com/commentary/content/monday+morning+outlook+bracing+for+the+us+debt+downgrade+reaction/observations.aspx?ID=107460&single=true

CathyG

Thanks for your continuing links, John. I always find several in each posting very informative.