Interesting post from Bob Janjuah from Nomura

Bob Janjuah: "Bubble Still Building"

Final Stage of the bull market?

Is the market in the final stages of the bull run?

Interesting read below:


http://www.zerohedge.com/news/2013-10-24/are-we-3rd-and-final-stage-bull-market

Copper Copper

Copper market: must read

http://www.zerohedge.com/news/2013-05-23/bronze-swan-arrives-end-copper-financing-chinas-lehman-event

Lumber enters bear market

Lumber enters bear market

http://www.zerohedge.com/news/2013-05-21/housing-unrecovery-here-lumber-enters-bear-market

What next on Bonds?

Jeff Gundlach on Bonds

http://www.zerohedge.com/news/2013-05-03/jeff-gundlach-why-own-bonds-all


Also worth reading -

http://www.zerohedge.com/news/2013-05-04/niall-ferguson-%E2%80%93-great-degeneration

http://www.zerohedge.com/news/2013-05-03/gary-shilling-six-realities-age-deleveraging

http://www.zerohedge.com/news/2013-05-04/mohamed-el-erian-putting-it-all-together

http://www.zerohedge.com/news/2013-05-06/david-rosenberg-potemkin-rally

Reinhart and Rogoff thinking - MMT perspective

Cullen has a nice piece on Reinhart and Rogoff's work.

http://pragcap.com/theres-even-bigger-problems-in-the-reinhart-rogoff-thinking

Bond Market Alert

Alert from David Rosenberg http://www.zerohedge.com/news/2013-05-06/david-rosenberg-potemkin-rally

Why Economists Get Things Wrong

Source: http://www.zerohedge.com/news/2013-01-30/why-economists-get-things-wrong