The Shadow Banking System That Operating In Broad Daylight, The Atlantic
Here Come Higher Interest Rates, Fortune
Why The Fed Isn’t Igniting Inflation, BW
Will The Green Shoots Wither? Fleckenstein
The Pause Before The Storm? Barrons
The Rally’s Future Depends on Earnings, MarketWatch
The Lesssons of 1937, The Economist
Some Real 4th of July Fireworks Courtesy of Kim Jong Il? Daily Mail
After All, Kim Jong Il Isn’t Just a “petty arms dealer”:
The Weakest Recovery, Morgan Stanley
5 Reasons to Avoid the Gold Rush, Contrarian Edge
Earnings Unease May Keep Stocks In Check, Barrons
Managed Futures Are In Vogue, WSJ (Click Here for more on Managed Futures)
Searching For A Housing Bottom, Fortune
Why Obama’s Big Economic Gamble is Failing, Reuters
Is the Real Economy Recovering? TPC
Inflation Is Bad For Your Portfolio, Fortune
False Signs of An Economic Rebound, Smart Money
A Must Watch From PBS: Frontline, Breaking the Bank
Stimulus Doesn’t Stimulate, Forbes
The Confounding Commercial Paper Decline, TPC
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.