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EVENING READING

Cullen Roche - 03/25/2010

It’s time to stop punishing prudence – FT

Commodities and the history of booms and busts – VOX

Hugh Hendry really likes Annaly Capital Management – Eclectica

Perfect sector rotation – CXO

More foreclosures, please – Ritholtz

Will Portugal derail stock? – MW

The shipping industry says the recovery is weaker than many suspect – France24

Bond buyers remorse – Barrons

Deep thoughts by Art Cashin – UBS

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.