If you are looking for good places to focus your investment research you should read this. In it TheMacroTrader.com discusses some of the current themes that it is tracking and trading and explains some of the reasons that they are bulls or bears. They even give you a look albeit a small one into their current portfolio. Using their models

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In this post we discuss why we have entered a long position in gold. We have been bullish precious metals for some time and recently were able to initiate a long position. So why did we enter? What makes gold attractive? How do we manage risk? This post is a good overview of what we do and how we do it. If you are interested in trading

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