The Economist cranked out some great articles over the last few days. These two are particularly great reads.
1. These are the real green shoots indeed. Regular readers of TPC know I am a huge advocate of investing in ag stocks over the long-term.
2. The real recovery hinges on the strength of the U.S. consumer. Don’t expect any miracles….
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.