May Sales: How the Retailers Fared. Izzo via WSJ
The Downside of Higher Commodity Prices, The Economist
The Greater Risk: Inflation or Deflation? Kasriel via Northern Trust
A Square Root Rally. Forsyth via Barrons
The Chart of the Day, TPC
We’re Recovering Without the TARP, By Baum
It’s the Printing Presses, Stupid, By Kudlow
Despite “Green Shoots” Insider Sales Spike, by TPC
Is The U.S. Consumer Changed Forever? Forbes
7 Factors That Led to the Crisis, by Ritholtz
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.