Some Big Hedge Funds Are Betting Against Goldman – Bloomberg
Vague Warning Signs Don’t Mean A September Sell-off – Barrons
Profit From A Fearful September – Barrons
The Housing Recovery Mirage – Fortune
And a goodnight quote:
“It will not be too bad this year. Both China and America are addressing bubbles by creating more bubbles and we’re just taking advantage of that. So we can’t lose.”
– Lou Jiwei, the chairman of the $298 billion Chinese sovereign wealth fund
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.