EVENING READING – Pragmatic Capitalism

Deep thoughts from Art Cashin – Back9

Buffett has still got it – Kass

The consumer is back! – TIME

Is China really so scary? – WaPo

The deficit is not so scary – FT

Sure glad the recession is over! – Mish

Has Goldman’s luck run out? – FT

Be conservative not conventional! – Saut

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.