SATURDAY READING – IS THE RALLY OVER?
Clarium Capital Is Having A Difficult Time This Year - MarketWatch
There Is More Trouble Ahead For Housing - TPC
What Does The Grande Latte Index Say About The Yuan - Aphaville
Has The Market Rally Been One Big Government & Bank Ponzi Scheme? - TPC
This Is A New Equity Market Bubble - FT
The 7 Stages Of A Bubble - Pacific Views
Another Run On Money Funds - Forbes
5 Ways To Beat A Falling Dollar - MarketWatch
Has The Market Peaked For 2009? - TPC
Deep Thoughts From Bon Janjuah - Alphaville
Goldman Is Still Bullish On Oil - FT
Today’s Crisis Is Rooted In 1930′s Policy - Barrons
Our Housing Problems Aren’t Quite Over Yet - Abelson
Did Rosenberg Really Miss The Rally? - FT
Fed General Counsel Gets Grilled By Congressman Alan Grayson:






Clarium fucked up…
Yeah, Clarium is a great fund but man his performance over the last 12 months has been atrocious. He’s gotta be sitting on a 40% drawdown after being up 50% at the middle of last year….