Know Your Market Bears – A Field Guide

(read the below in an exaggerated Australian accent, like that guy who took bubble baths with great white sharks and electric eels but for some strange reason died in a freak animal incident.) Krikey! This landscape is litrelly filled with Market Bears! But wait just a tick – there appear to be many different types…

Hot Links: Tabula Rasa

Some of my fave links from over the weekend.

Food Stamp Nation

This is a sick, sad group of data points and is exactly what you can expect in a country that makes virtually nothing and became overly reliant on the housing and real estate industry for jobs and income.

Thank You for the Homework Assignment, Anne-Marie

Ever read a blog post so surgical and truthful and invasive in it’s rhetoric that you can literally hear the writer’s voice in your head as you progress through the piece?

The End of the Easiness

You can put together as many lists of stocks and themes as you want, but overshadowing all of your investment theses will be the simple fact that in 2010 we’re going to see the End of the Easiness (apologies to Don Henley).