What we’re reading tonight:
The Cost of Not Understanding Probability Theory – Math Blog
The Market Has Likely Topped – Kass
The Day Wall Street Was Shaken To Its Core – Harrison
China’s Rare Metals Ban Could Cause Big Problems – Telegraph
Reader Dean adds this excellent video on CRE:
Keep an eye on Asia. Things are looking ugly in Tokyo:
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.