Where inflation is very real

All that inflation fear due to the Fed's loose monetary policy hasn't been justified so far, but you wouldn't know that from the TIPs market.

� Very few stocks manage to keep up with market expectations over the long run.

� The remarkable terms Buffett secured for Heinz weren't as remarkable as those he once got.

� Currency ETFs are becoming more interesting.

� Why doesn't anyone just copy Apple?

� Should Amazon buy Radio Shack for its prime retail space?

� On the growing importance of total shareholder yield: dividends plus buybacks.

� Why Michael Arold is short gold.

� The bull case for specialty biopharmaceutical company Shire (SHPG).

� Wall Street legend Byron Wien shares lessons learned during his first 80 years.

This commentary does not constitute individualized investment advice. The opinions offered herein are not personalized recommendations to buy, sell or hold securities.