EVENING READING – Pragmatic Capitalism

2010 key sovereign themes from Moodys – ZH

Fed tightening? Give us a break! – Merk

Japan, the US and the lost decades – World Beta

10 stock pickers stocks for 2010 – Mstar

The bubble in pessimism will lead to 2010 stock gains – CNBC

Winter’s contrarian trading list – TSCM

Wells Fargo weekly economic outlook – WFC

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.