Bill Gross on how QE 2 could ultimately be the death of the bond rally.

The stock market has become a tool of expression for the largest Rube Goldberg Machine ever constructed – the Macro Mousetrap which we must all understand and obey if we’d like to survive.

Yes, your links are ready.

I get asked about whether or not I saw or heard things from financial television all the time. Unless someone emailed me a video clip, the answer is no. This is because my shop, Fusion Analytics, has no televisions anywhere in the offices.

The Consumer Confidence index is one of those measures where we still have a loooooong way to go (90 is considered a healthy economy, we’re just barely nosing above 50).

Are trader’s dancing on the edge of a knife or are they actually asking the right questions?

Links, y’all.

Video.

Former mutual fund manager-turned-investment advisor Wade Slome (Sidoxia) had some pretty sharp words for Pimco and its media manoeuvrings on his Investing Caffeine blog this morning.

Talking to investors recently, I have noticed a very specific sentiment change. I can’t say whether September 30th brokerage statements were the trigger, but they are aware of the relentless drum beat of new highs and they want to be a part of it.