http://www.johnmauldin.com/frontlinethoughts/the-case-for-going-global-is-stronger-than-ever/
I picked a nice time to take some time off!!! I'll have things to say as the week progresses, but Mauldin had a great guest post on Friday about emerging markets. Good text & charts. Worth a read.
Also, new-ish Armstrong essay (8/4/11). 3 pager def. worth a read
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