EVENING READING – Pragmatic Capitalism

How to diagnose the next bubble – Dealbook

Sentiment is plummeting – SE

Playing the curve steepener trader – MF

Size matters – MW

Themes for 2010 – Kirk Report

The lost decade in housing – WaPo

What the deflationists are missing – RCM

The ticking time bomb and the dollar – McKinsey

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.