Weekend Reading

Market Analysis

Not Everyone Sucks at Investing - PHILOSOPHICAL ECONOMICS

The Bear Market “Cure” Is Worse Than the Disease – Servo Wealth Management

Is The High Yield Divergence A Subtle Warning For US Equities? – See It Market

NYSE Index: Facing 30-Year Support Line Now As Resistance! – See It Market

It's A Market Party Now, Apocalypse Later – Wolf Street (via Business Insider)

The Markets Got A Double Dose Of Central Bank 'Oomph' – Business Insider

How Stocks And Junk Bonds Went Their Separate Ways – Wisdom Tree (via Business Insider)

Deep Thoughts from Howard Marks – Pragmatic Capitalism

Fund Managers' Current Asset Allocation – November – The Fat Pitch

Market Masters: Why Emotional Intelligence Gives Investors An Edge – See It Market

Warren Buffett And Jeremy Grantham Are Right About Profit Margins – Business Insider

Opinion: This stock market rally is for suckers - MarketWatch

Utilities 2014 Rally: What In The Utes Is Going On? – See It Market

HUSSMAN: The Stock Market Is Overvalued By 100% - Peak Prosperity (via Business Insider)

Do you have what it takes to be a contrarian investor? – Humble Student of the Markets

Monetary Policy

 The Fed is worried about the stock market – CNN Money

The Fed Is Watching Inflation – Business Insider

The Economy

There’s a Giant Contradiction at the Heart of the U.S. Economy – New York Times

Why the global gloom? – Calafia Beach Pundit

Hidden story in US PPI increase – Sober Look

What You Already Know - Streettalk

Rail Traffic and Jobless Claims Point to Continued Economic Stability – Pragmatic Capitalism

Politics & Policy

3 No-Brainer Policies Our Government Won’t Implement – Pragmatic Capitalism

Obama’s Peculiar View of Economics and Law - Breitbart

Is 'Disconnect' Between 'Obama Democrats' and Reality Killing the Democrat Party? - Breitbart

25% Of Americans Prefer Socialism Over Capitalism – Zero Hedge

Five Compromises Obama Should Embrace to Boost the Economy - Breitbart

Right debates how to govern – The Hill

Political Economy – Alhambra Investment Advisors

 

Joseph S. Kalinowski, CFA

joe@squaredconcept.com