EVENING READING – Pragmatic Capitalism

The recovery no one wants to believe in – Morningstar

Are interest rates about to surge? – Barrons

The oil:natural gas ratio is surging – BIG

Real estate is booming again – CNN$

Is Bill Gross calling for a bull market in stocks? – Bloomberg

Blaming China won’t solve our problems – FT

How strong is the recovery? Not very – WTimes

Don’t capitulate on the US dollar – RCM

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.