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Further further reading

- A visual history of US government deficits.

- Elections and QE: “It’s not the event itself that moves markets, it’s the departure from expectations.”

- The rot in the economy and political system is still there.

- David Merkel’s eight portfolio rules.

- The key conflict is now between corporate and individual interests.

- Prediction pundits have no idea what they’re talking about.

- Fed vs ECB vs BOE.

- Leverage can get snowed under.

- Will taxpayers get their money back from AIG?

- Chief Financial Officers are more worried about rising employee benefits than almost anything else.

- Is the world is getting more stoopider?

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