What we’re reading and looking at to inform our opinion and strategy..

1. The US mortgage mess
2. An interesting hedged long position
3. Cotton, another soft commodity hitting new highs
4. Bank’s bonus policies fail to curb risk
5. One way to profit from rally in Chinese shares
6. Mother of all rallies in rare earth elements (REE)
7. And China’s strategic position in these
8. Another take on this
9. VIX/VXV ratio at an all time low
10. Trader Mark back into Trina Solar (TSL)