wrote an interesting post today on
Here’s a quick excerpt
Energy collapse.  Financials recovery.  Those were the two themes that pushed REAP to a 4.1% monthly absolute gain in July, and it’s XXX% lead increase over the S&P500 in 2008 (after adjustment for the switch to make the S&P500 total return the benchmark instead of the index price as done up until now).  Natural gas did a spectalur face-plant, oil pulled back 16% or so from it’s high, and grains took a hit as well, boosting the heavily weighted short ETFs.  After regulators banned nake

Read the rest of this great post here