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MSFT, Mr. Market And Barry Ritholtz — finsovet | Seeking Alpha

Another call on SeekingAlpha. In fairness to Barry he admitted his bias later on and has not been noticed to express ‘strong opinions’ like that any more.

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Commodities — an asset class, really? — finsovet | Seeking Alpha

I’m revisiting some of my calls and this one on commodities on SeekingAlpha in 2011. Maybe it’s my confirmation bias (which is likely given the situation in the oil market), yet I still don’t see how commodities fit in a portfolio. Not until we see higher inflation or growth.