Ebullient

Ebullient, The FOMC minutes released Tuesday consisted of nine pages of a painful dry economic discussion. However, this discussion was buried in a single line that explains everything you need to know about Fed policy …

“… An increase in inflation expectations down to short-term real interest rate, stimulating the economy.”

We have been positioning our portfolio to benefit from negative real interest rates or an economy where inflation is above the interest rate. In our view, creating an inflationary environment is the goal of the Fed. The usual argument is something like that.

The increase in inflation while keeping interest rates low forces investors in riskier assets (read: the stock market) to fight inflation. The surge in stock prices further raises consumer confidence 401Ks increase in value. The consumer boiling begins to spend their hard earned money instead of saving and … That … the economy is stimulated.

Whether or not it is good policy is valid discussion for the classroom, but as investors we need commerce market, we have, not what we want. Therefore, we buy U.S. stocks that have high yield and benefit from inflation induced by the Fed. The beneficiary of inflation are natural products and stocks of commodities, however, many have already taken extraordinary measures.

A classic hedge against inflation, wood, has just started to make his move and in our opinion, represents an investment opportunity. Pension funds, endowments and insurance companies have always flocked to the wood during periods of rising resource prices. In addition, an economy-boosted inflation coupled with low mortgage rates make buying a home an attractive option.

Our favorite game in this space is Plum Creek Timber [PCL 37.38 1.18 (3.26%)]. Plum Creek is the largest owner of private timberlands in the United States and operates as a REIT traded. The company has a dividend yield of 4.7% and is a pure play on rising lumber prices.

During the last term lumber weeks on the CME rose significantly with several days to reach the maximum price movement of exchange. However, the price of the shares of Plum Creek Timber is still occurring in tandem. We consider this an attractive investment anomaly.

CNN

CNN Live, According to the index Akamai Net Access News, the ranks of Chile mine rescue in the top 5 events news from Akamai began tracking news related to web traffic in 2005. Other upcoming events in the Chilean mine rescue include several new events surrounding the World Cup, the longest match ever at Wimbledon in June and the victory of Barack Obama in the presidential election in 2008. Web traffic to the United States peaked at midnight on Wednesday morning, shortly after the first minor surface, with 2.7 million page views per minute according to Akamai.

If you’re one of the many people who can not make you tear this story of courage and survival, here is a list of some places you can find the live stream, blogs and updates Twitter according to your needs.

Keep in mind your streaming experience may vary depending on your bandwidth and ISP. Try some of these sites to find the flow, which works best in your area.

Streaming Sites

CNN offers a live stream, which runs in a separate window. The cable channel also has a 24 hours clock indicating the time of the rescue mission and how many minors are left underground. CNN news site also features a live blog and a special page featuring the latest CNN coverage of the operation.

Live stream from the BBC includes video alongside a live blog of the mission that updates automatically without having to refresh the page. The live blog is also relevant tweets in the mix in its coverage.

The Huffington Post has built courtesy of UStream live stream and live blogging coverage of the rescue.

There is several other video streaming on Ustream, including the flow of user dosmados Chilean news channel broadcasts a Chilean.

CBS News also has a live video stream on Ustream.

MSNBC also has a live stream that appears in a separate window.

USA Today has a live video stream on Livestream and Reuters has a live blog with another food Livestream.

Text heavy

If you do not have the bandwidth for video, the Guardian has a live blog, which includes links to other relevant news sources.

The New York Times is continually updating its front-page story on the mine rescue in real time as well as photos.

Anonymous hordes on Wikipedia are hard at work updating the online encyclopedia with real-time news and information on the rescue. Wikipedia also has a table with all the names, ages, nationalities and that surfaces every time the trapped miners.

If you simply update Twitter CNNBRK then, in CNN News, is live all the tweets rescue. You can also follow the tweets of others on the operation by looking for the hashtags # fuerzamineros.