Here’s another perspective on the incredible divergence in the US economy and the European economy (via Calculated Risk):
And here’s the chart I posted the other day on industrial production:
Truly amazing. Truly tragic.
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.
