John Mauldin: p/e ratio a predictor of bull/bear markets; detailed guidance on investment principles
From "The Big Picture" blogMonty Guild: stock rally if mortgage bond market stabilises; invest in non-leveraged areas
Faber: historically, volatility bad for investors - stay out, take your girl on holiday
Falling US dollar threatens yen "carry trade", could trigger investment crisis
Gold a haven in crisis, NOT a long-term inflation-adjusted investment
Henry To: Cash-to-equity ratio at 20-year high, US stock market "oversold"
Denninger: Deleveraging of hedge funds may hit equities, commodities
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