Some great credit analysis here from the B of E along with an interesting analysis of the deflationary environment in Europe. Warning – Long and often mundane. Best read if somewhat bored with lots of time to kill:
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.