Thursday Items on the Radar

* Sign of the times: commodities are the asset class of choice;

* Banks making fewer loans and holding more risk-free Treasuries;

* Thanks to an alert reader for the link to this stunning display of industrial pollution in China;

* Hedge funds betting on gold;

* Lessons from a Navy SEAL;

* A Market Profile view of major stock indexes;

* Thoughts on the impact of oil prices;

* A reality check for traders;

* An ETF if you're bearish on semiconductors.
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