What We’re Reading 12-9-11

Bill Miller had a great run. But did his investors?, Allan Sloan, Fortune

The ‘Financial Repression’ Trap, Kevin Warsh, The Wall Street Journal

The Economic and Employment Contributions of Shale Gas in the US, IHS

Tax Rates, Inequality and the 1%, Alan Reynolds, The Wall Street Journal

How to break up a monetary union(PDF), Donovan et. al, UBS Investment Research

Absolute Certainty Is Not Scientific, Daniel B. Botkin, The Wall Street Journal

jeremy jones

Thoughts on the Markets

Volatility has picked up in financial markets in recent weeks. It is still mostly noise at this point, but the sell-off has done damage to the technical picture of the market. The NYSE Advance/Decline … [Read More...]