Good clips on good thinking CNBC SquakBox

Mark Fisher

FinReg : banks - if you are a market maker (bookie) OK, if you speculate you are on your own

Figuring Out Financial Reform - CNBC.com

Commodities Oil not Gold (gold is sterile)

Spotlight on Commodities - CNBC.com

and

Mark Fisher Advises Investors To Take Shelter In Oil Instead Of Gold | Benzinga.com

Summary : bet against paper

The Case for the Bears - CNBC.com