Time to Comb Through Your Holdings

The talk around Chez Melvin this weekend started about baseball and stocks -- and, as with everyone else who watches markets, it ended with a focus on the slaughter in gold, silver, oil and other commodities amid some fairly breathtaking declines. The commodity traders in my social-network feeds were all concerned, of course, and had resorted to drinking heavily under the kitchen table by end of the Orioles-Yankees game Sunday night. The metals were the worst, with global concerns again focused on economic weakness and a dimming potential for growth and inflation.

The materials and mining stocks have been tipping this move for months now. Miners, iron-ore companies, steel and other basic-materials stocks have been tumbling all year, and that weakness is now spilling over into the commodities themselves. Many of my friends spent a good part of the weekend trying to read whatever big macroeconomic picture is being painted by the data. As usual, I abstained here, as I am not smart enough to figure all that out -- and I am not even sure this would be a profitable exercise, even if I were able to properly read the leaves....608 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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