Thoughts on the market, economics and politics
Sunday, December 7, 2014
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
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