I had some cash on the sideline in my taxable portfolio and started putting it to work.
Nibbled on some FAIRX (Fairholme), RYSEX (Royce Special Equity), WAGOX (Wasatch global
opportunity) and OAKGX (Oakmark Global). For my tax-sheltered momentum portfolio,
I am in GLD (1/3rd) and rest in cash (got out when the 200MA was pierced last week).
The only others showing positive momentum are currency ones (like FXF - Swiss) and bonds
(like IEI). Gold may have more room to grow, currency is not my think and bonds may not
have much more room.