Thursday Investment Articles

Below are some worthwhile investment articles for this week:

Chris Vermeulen posted a video yesterday with some potential trade setups and trade education

From Mebane Faber: Buffett’s Alpha,  What Will Be Obvious 20 Years From Now, and his new Global Value paper.

Confidence and Enthusiasm – John Hussman

Doug Kass: Topping Out

Why Does Wall Street Always Win? Simon Johnson

PIMCO is Positioning for a Housing Recovery

Is Germany Entering a Recession? John Mauldin

Dance of Fireflies – David Kotok

Permanent Portfolio Shakedown Part 1 – Advisor Perspectives

The Trend is Our Friend: Risk Parity, Momentum and Trend Following in Global Asset Allocation – SSRN

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