EVENING READING – Pragmatic Capitalism

How are hedge funds trading this market? – Market Folly

Why bond yields may be headed much higher – WW

Peak copper? – The Oil Drum

A reason to be concerned about the rally? – Chenard

Ignore insiders at your own peril – SSRN

How Texas avoided the real estate debacle – The Big Money

In defense of bubbles – Rational Irrationality

Recovery? Not quite – CR

Real estate fever is back! – Bloomberg

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.