Market Readings

Below are some articles I am reading this week:

Gold Trend Forecast for Quarter 1 2012 – Chris Vermeulen

The Dollar, Weak Earnings Indicate a Top is Near for the S&P 500 – JW Jones

2012 Investments Themses (pdf) – Gary Shilling via John Mauldin; I found this article particular insightful for those looking for long-term themes

Kass: 10 Reasons for U.S. Stocks to Rally – Doug Kass via Investment Postcards from Cape Town

“Please move into Gold” Urges Richard Russell – Investment Postcards from Cape Town

Can You Create a 7% Yield Portfolio Focsuing on Munis and Dividend Stocks? - Geoff Considine

Europe’s Road to Nowhere, Part 1 – Satyajit Das

Fed’s Image Tarnished by Newly Released Documents – Washington Post

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