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Why do folks get on Fritz' case about foreign stocks & commodities? I think it's because he couldn't resist dipping toes too far into the "asset class prediction" waters. But his editorial opinions aside, the facts he presents speak for themselves! Maybe just present them, and say "Hey, if you want to follow the conventional diversification mantra, knock yourselves out. But not me"... and let it go at that. Anyway, I thought it was an honest and hard-hitting appraisal. It's up to us to refute his hypothesis

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