Interesting Reading...

Market Analysis

ROSENBERG: Bear Markets Don't Just Happen — They're Caused By These Two Conditions – Business Insider

Wall Street Expects Already Fat Profit Margins To Expand Into 2015 – Business Insider

MORGAN STANLEY: This Chart Shows Why Fat Profit Margins Aren't Doomed To Collapse – Business Insider

QE IS OVER – Business Insider

Why The Latest V-Bottom Rally Is Bearish – SEE IT Market

Fast, Furious and Prone to Failure – Hussman Funds

The Math Of Loss – Street Talk

Monetary Policy

The Fed Is Taking Away The Punch Bowl — Here's What Usually Happens To Stocks When It Does That – Business Insider

Distinguishing the Fed's securities purchases from monetary expansion – Sober Look

Distinguishing the Fed’s Securities Purchases from Monetary Expansion – Pragmatic Capitalism

QE: Until We Meet Again…. – Pragmatic Capitalism

Fireworks Fly As Peter Schiff Warns "An Economy That Lives By QE, Dies By QE" – Zero Hedge

Why The Fed Will End QE On Wednesday – Street Talk

I Think The FOMC Meant Something Else Entirely – Alhambra Investment Partners

How to realize our true growth potential – News Sentinel

Good Bye QE - NCPA

Precious Metals

VIDEO: Auto Sales Expected To Show Slow Growth In 2015 – CBS Detroit

What Will the End of QE Mean for the Precious Metals? – Mining Feeds

Gold: Looks like QE end wasn't baked into price after all – Mining.com

Economics

Durable Goods Cycles – Alhambra Investment Partners

How I see things – Calafia Beach Pundit

Energy

The Saudis have the staying power to undercut the competition – Sober Look

Crashing Oil Prices Are Spilling Into Other Markets In A Bad Way – Business Insider

How Long Can The Shale Revolution Last? – Oil Price.com

Europe

Suddenly, Businesses In Europe Are Starting To Feel Better About Everything – Business Insider

Politics & Policy

Incumbents Always Win – Town Hall

Joseph S. Kalinowski, CFA

joe@squaredconcept.com