Hi SaltyPirate
It was page 22 of the Fin review today.
You can go to Fin review website, but need to be a member to read the article. Im not a member, but u can join for a 15 day free trial, so I mite do that and post the BLY article later tonite.
http://www.afr.com/home/login.aspx?ATL://20090731000031396224§ion=Market%20Wrap