EVENING READING – Pragmatic Capitalism

FedEx says the recovery is spreading – $Yahoo

China: The coming costs of a superbubble – Katsenelson

A China-US reckoning – Forbes

The Eurozone needs markets, not bailouts – Merk

Why the bears are dead wrong – WSJ

Bullish on bank stocks! – BW

Bearish on bank stocks! – TSCM

The rally looks frothy – MW

This is the most important part of the rally – Chenard

Cullen Roche

Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.

He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.