What I'm Reading Today

Market Analysis

Chart Of The Day: Junk Bonds As An Early Warning - Streettalk

3 Things Worth Thinking About (Vol. 14) - Streettalk

Unprecedented Fear Reset: What Does It Mean For Stocks? – Short Takes

Is This the Beginning of a New Bear Market? Important Signs to Watch – PFS Group

Equities: Is the Bull Market Under a Threat? - Schroders Investment Management

Don’t Take This Personally – A Wealth of Common Sense

Short-Term Optimism, Longer-Term Caution- Guggenheim Partners

Monetary Policy

Forget "Lower For Longer", The Fed's New Message Is "Sooner But Slower" – Zero Hedge

Global Inflation Update – Continued Disinflation – Pragmatic Capitalism

Russell Napier Asks: "What Evidence Is There That QE Works?" – Zero Hedge

CENTRAL BANKER: Stop Blaming Us For Your Problems – Business Insider

Deflation Is Getting Too Popular – McClellan Financial

The Economy

Claims collapse – Calafia Beach Pundit

Europe

As Europe Stagnates, Everyone Is Begging Germany To Embrace Its Inner Keynes And Start Spending – Business Insider

Politics & Policy

T Minus 13: House Dems Collapse Into Full Retreat - Breitbart

Five Compromises Obama Should Embrace to Boost the Economy - Breitbart

Poll: Plurality of Midterm Voters Want GOP to Control Congress - Breitbart

Gallup: 73 Percent of Tea Party Fired Up and Ready to Vote - Breitbart

What to Expect from U.S. Midterm Elections – Columbia Management

Joseph S. Kalinowski, CFA
joe@squaredconcept.com