EVENING READING – Pragmatic Capitalism

Are macro hedge funds net short? – Market Folly

Quants causing trouble – Kass

There’s still no lending in this market – Barrons

How to profit from a Euro break-up – Bloomberg

Are Spain’s problems bigger than we think? – Fortune

Is inflation beginning to tick higher? – BIG

If it smells like a funding crisis and looks like a funding crisis…. – ZeroHedge

Cullen Roche

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.