What To Read This Weekend

On Market Analysis

Risk aversion slowly declines – Calafia Beach Pundit

Why the glass is half full – Calafia Beach Pundit

These Are Warnings – Alhambra Investment Partners

Treasury Yield Curve Flattens Dramatically, Below Lehman Levels – Zero Hedge

Third Hindenburg Spotted In Best Week For Silver Since June, Crude Crucified – Zero Hedge

Why The Stocks To Bonds Ratio Is Important Into 2015 – See It Market

On Precious Metals

What do Record-breaking Auto Sales Mean for Palladium? – Resource Investing News

On Oil Prices

Cheaper oil is great news – Calafia Beach Pundit

No, It's Not Time To Buy Energy Stocks Yet – Street Talk

Oil Price Decline - In Pictures – Street Talk

Energy Bond Crash Contagion Suggests Oil Will Stay Lower For Longer – Zero Hedge

Are Oil Prices Ready to Break out of the Trough? – U.S. Global Investors

The slump in oil prices could stifle global growth and force some oil-dependent economies into recession. - Guggenheim

The Math Behind Oil Prices – The Fat Pitch

For Saudi Arabia, It's About More Than Just Low Oil Prices – Business Insider

On Economics

“Can a debt crisis be cured with more debt?” – Pragmatic Capitalism

On The Dollar

RAOUL PAL: The Dollar Is Surging, But The Truly 'Shocking' Move Could Come Within Months – Business Insider

Joseph S. Kalinowski, CFA

joe@squaredconcept.com

Articles of Interest

Market Analysis

On the market rally

Trust (the bull), but verify (the trend) – Humble Student of the Markets

When time isn’t money: The concerning trend that could rule 2015 - CNBC

Regan: Stock rally not done because it's 'game on' for the Fed – USA Today

‘Tis the season for investors to make money on the markets – Financial Post

2014 U.S. Midterms: A Win for Stocks? - Envestnet

On corporate profits

Corporate profits juggernaut continues – Calafia Beach Pundit

Commodities

On falling oil prices and the effect on the high yield market

Could oil collapse cause next credit crisis? - CNBC

On oil as an investment

Monday: ISM Manufacturing – Calculated Risk

Flying High – The Financialist

The Pros and Cons of Collapsing Oil Prices in 2014 – Pragmatic Capitalism

Saudi’s Dangerous Gambit – Town Hall Finance

At current prices Bakken and Permian Basin are in the red – Sober Look

The Cure For Low Oil Prices – Business Insider

OIL GIANT WARNS: Crude Could Crash To $30 – Business Insider

On oil and the economy

Lower Oil Prices Are a Free-Market Victory – Town Hall Finance

This Chart Shows Why America Should Be Nervous About Crashing Oil Prices – Business Insider

Here's What A Sustained $20 Drop In Oil Prices Does To The World's Major Economies – Business Insider

On PGM price fixing

Price fixing lawsuits come to platinum, palladium market – Mining.com

On PGM as an investment

Paul Wilson, CEO, World Platinum Investment Council: “We will help investors by providing better data on platinum” (Sprott’s Thoughts) – Sprott Money

On the dollar

CHARTS: Dollar destruction of commodity prices could be ending – Mining.com

On the Swiss gold referendum

Swiss Voters Reject Gold Referendum – Business Insider

Politics & Policy

On Regulation

Obama Rules Are Coal In America's Christmas Stocking – Investors Business Daily

The GOP's strategy to block Obama’s regs – The Hill

My favorite WTF article

On brining pigs and small horses on commercial flights???

Woman Kicked Off Plane over Antics of 'Companion Pig' – Breitbart

 

Joseph S. Kalinowski, CFA

joe@squaredconcept.com