What I'm Reading this Weekend

Market Analysis

The Value of I Don’t Know – A Wealth of Common Sense

Could The Bulls Run Into Year-End? – Short Takes

The Week That Was – Raymond James

All Of These Items Point To a Collapse in the Markets – Zero Hedge

“Keynesian” Myths and Misunderstandings – Pragmatic Capitalism

Point and Go Figure - Sungarden Investment Research

Enjoy the party, but watch for the police raid – Humble Student of the Market

Fed tightening + HY distress = 2015 bear market? – Humble Student of the Market

Corporate Earnings

There's A Big Distortion Occurring In The European Stock Market – Business Insider

Investors Are Missing One Major Thing About Third-Quarter Earnings – Business Insider

Monetary Policy

Japan Just Boosted QE And The Nikkei Exploded To A 7-Year High – Business Insider

Are Markets More Stable with QE? – Pragmatic Capitalism

"Whatever It Takes" Stage Two; Headwinds Explain Why Draghi Will Fail (Again) – Town Hall Finance

So, Don't Expect The Fed To Rush Rate Hikes – Business Insider

The Economy

Recovery Reality – LPL Financial

WSJ Changes Its Mind About GDP, But Not Its Conclusions? – Alhambra Investment Partners

$2 trillion GDP shortfall – Calafia Beach Pundit

The Single-Engine Global Economy - Project Syndicate

The EU Just Slashed Growth And Inflation Forecasts For Europe's Lifeless Economies – Business Insider

MERKEL: 'Investment Is Needed But Not With New Borrowing,' – Business Insider

No wonder the dollar is up – Calafia Beach Pundit

Perception versus Reality–the Median versus the Mean - NCPA

Germany’s Dark Future – Pragmatic Capitalism

We Have Just Witnessed The Last Gasp Of The Global Economy – Zero Hedge

OECD: The World's Economy Is Stuck In The Mud And Europe Is Failing – Business Insider

Politics & Policy

Year 3 of The Presidential Cycle Is Unlikely To Go The Way Everyone Expects – The Fat Pitch

GOP Election Win Was A Message About The Economy – Street Talk

Election results hold out hope for change – Calafia Beach Pundit

House GOP to press Obama on jobs bills – The Hill

 

Joseph S. Kalinowski, CFA

joe@squaredconcept.com