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EVENING READING

Cullen Roche - 04/01/2010

The shadow gold price – Market Folly

Don’t get too giddy over tomorrow’s jobs report – CNBC

What happens when the losers don’t learn their lessons? House flippers at back – BW

Hope at last, the economy is back – Economist

Bank lending indicates the economy is on the mend – Forbes

Sell in April and go away? – MW

6.5% GDP for all of 2010? It could happen – Minyanville

Nobody’s worried. Time to worry? – CNN

China’s debt bubble: when will the ponzi unravel? – Naked Capitalism

The coming inflation wave – CNN$

China’s credit curbs could be a problem for commodity prices – Telegraph

The risks of rising economic tensions between China and the US – Roubini

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.