EVENING READING – Pragmatic Capitalism

The options market could be forecasting a downturn in stocks – BB

Did Obama sellout? – Taibbi

A seasonal look at gold and oil – TCT

China and gold: the big story – SH

Playing the China boom – Fortune

The quiet after the storm – Mesirow Financial

Bond vigilantes at work – TheStreet

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.