Scott Minerd at Barrons
I subscribe to Barrons, and I can't give you a direct line to this article, but perhaps you can use a search engine to get the whole article: http://tinyurl.com/35xvmny
Minerd is at Guggenheim Partners and knows investing. He outlines an investment timeline I agree with for the next decade. Suggestions about what to be in now and later. This is not just theoretical, academic BS but real time money placement where we live. This is the real thing, and not far off the screen I have been viewing.
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