May Sales: How the Retailers Fared. Izzo via WSJ
The Downside of Higher Commodity Prices, The Economist
The Greater Risk: Inflation or Deflation? Kasriel via Northern Trust
A Square Root Rally. Forsyth via Barrons
The Chart of the Day, TPC
We’re Recovering Without the TARP, By Baum
It’s the Printing Presses, Stupid, By Kudlow
7 Factors That Led to the Crisis, by Ritholtz
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.