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EVENING READING

Cullen Roche - 03/10/201003/10/2010

What are hedge funds buying? – Market Folly

Hardly any newsletters called the bottom – MW

A look back at the dot com craze – Wired

The Eurozone crisis is now Germany’s nightmare – FT

The winning streak doesn’t bode well for financials – BIG

The VIX could be forecasting a turn in stocks – Laidi

Beijing: forever blowing bubbles – FT

Reaching for yield – TBP

Now could be a great time to hedge your portfolio – Barrons

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.