What we’re reading tonight:
- The hurrah for debt – Mish
- The destruction of fiscal discipline – Wells Fargo
- Doubting China – FX Solutions
- Europe’s Long Adjustment – PIMCO
- A toxic cocktail – John Browne
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.