links for 2011-09-24

Argentina targets news reporting of inflation data – Yahoo! News A judge has subpoenaed six newspapers for the names and phone numbers of all reporters and editors who have covered Argentina's economy the past five years, so they can be called as witnesses against their sources. News organizations called it an attempt to censor and … Read more

The (Limited?) Opportunity for Regulatory Renewal

The never-ending debate about government regulations has recently inherited an intriguing level of urgency with the economy stalled and both major political parties targeting regulations as potential impediments to growth. The Obama administration announced plans to remove regulations that it estimated would save businesses $5 billion over five years. In an all too predictable partisan … Read more

Despite Bullish Outlook from Joy Global, the “Commodity Crash” Playbook Stays Active

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) While the stock market was oversold, I focused on accumulating beaten-down, commodity-related stocks as part of my “commodities crash” playbook as explained in “Profiting from Physical Assets in a Resource-Constrained World – Rules and Picks.” … Read more