Episode 110: Back In The Easy Chair With An Email Cornucopia

In this all-email extravaganza we address emails from Spencer, Nick, Bob, Randy, Falco, Kevin, and Daniel. We address the Hedgefundie Portfolio (again!), an article about a 50/50 stock/10-year treasury reference portfolio, BigErn's research about gold (again!), CAPEd and other common crystal balls and the erroneously implied mean-reversion assumption, gold etfs, using cash as a short-term risk-reducer, implementing the Golden Ratio in the Netherlands, a missing link from Episode 7 and i...