The market takes a breather after several weeks of blistering recovery from last winter’s doldrums. Commodities all around saw amazing advances. Crude oil rose 8.3% last week and has more than doubled over the last year. I remember taking my first car, a Honda (HMC) Civic, out for the first time and pumping gas for about $1.18 per gallon. This was also in the notoriously gas-expensive San Francisco Bay Area. Base commodities and gold continue to follow oil’s lead in going the opposite direction of the U.S. dollar. Will the …

I get up very early in the morning to prepare for the markets’ open. The usual routine involves checking my inbox for important emails from friends or respected professionals, quickly poring over all the news, running through my RSS feeds, tracking my investment ideas through Google (GOOG) Alerts and some proprietary software that automatically populate my database of companies to investigate further. I find that having a discipline or process helps me to keep my mind focused, sharp, and ready to generate new ideas.
Early tomorrow morning, I’m changing my routine …