EVENING READING – Pragmatic Capitalism

I’d rather be wrong – the latest from Howard Marks

Janet Yellen’s economic outlook – SF Fed

A mea culpa from Doug Kass – The Street

Prepare for tax increases – Thoma

No wonder most small investors hate this rally so much – BB

The stealth palladium bull – SH

When to take profits in gold – ZH

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.