As the leaves begin to turn color, we’re now three quarters through a very eventful 2012.I’m writing to provide perspective on what’s happened this year and to share my thoughts on how to position portfolios for the period ahead. To help do that, I’ve tapped into insights from Barton Biggs, a legendary observer of the investment scene who passed away earlier this year after 40 years in the investment industry. Before we get into his views, here’s a summary of 2012 to date.
