Cyclical Bull, Secular Bear presentation by Barry Ritholtz
The strength of the housing market: Calculated Risk
More on crude and product inventories: Hard Assets Investor
What ever happened to $200 Oil? The end of growth is given the blame with no mention of horizontal drilling or the credit bubble by someone who should know better. Jeff Rubin at the Globe and Mail
Perhaps the Greek drama is played out as futures are positive this morning with this headline: Greece to Exit Euro, New Currency to Fall 60%: Citi at CNBC.
With the market direction largely dependent upon the velocity with which money is printed, here is cover for more easing: Mark J Perry
Easing coming in the East too: China’s flash PMIs point to contraction at FT Alphaville