Weekend Reading

So many things on my mind tonight that I’m having an issue writing anything sensible.  So instead, here’s a list of what I’m thinking about, look for some babbling rants on these topics in the next few months.

  • Why our immigration policy is killing our economy and culture, what we can and should do about it.
  • The U.S. has no energy policy, why is this the case and what should it be.
  • Why the current private wealth management structure doesn’t work for most people.
  • How Covestor will change the mutual fund business and make you a better investor.
  • The college bubble, enough said.
  • Social conservatives are losing this country and the backlash is killing us.
  • Why we need to strike a grand bargain with Iran and what it will look like.

Here is your weekend reading:

Here is one good explanation for the amazing high yield debt rally, I would add to this the desire to move up the capital structure and away from equities.

Is the federal government going to step up and erase the coming crisis regarding state and local revenues?

Symmetry persists over time and scale in many markets.

Utilities are being left in the dust by investors seeking more risk, but I also believe they are the true litmus test for the economy.

Dollars to donuts says China already has a political foothold here.

China is walking in the footsteps of the United States.

So amazing to see that the CDS traders thought Australia was at high risk of default, Russia is another story.

What a waste of money and trees, we should just make junk mail illegal already.

Water stocks say this isn’t an issue yet, but I believe in it, resource wars are on the way.

Risk risk risk risk risk, it’s all about risk.

40,000 more troops in Afghanistan will come at many costs.

The Goldman traders deserve every penny.

Read my lips (text), we aren’t raising rates.

Conspiracy theory number one in my mind continues to be the coming devaluation of the Chinese Yuan, imagine the destruction in the $USDX if they let it appreciate.

This is awesome, just watch.

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