Our fourth quarter performance and market commentary is now available.  Please click here for our thoughts on what contributed to this year’s 44% gain for the portfolio, lessons learned from 2009, and what may lie ahead for investors in 2010.

Alcoa’s results last night represented the start to fourth quarter earnings reports which should shed some light on business intentions and plans as we begin 2010.  As always, it will be a volatile few weeks for the markets, with its own fair share of surprises.  Stay tuned!