What I'm Reading

The Worst May Be Over, but...

Beige Book: Economy Slowing, Prices Rising - I'm pretty much in the camp now that the Fed's actions to abate the credit crisis were extremely inflationary. My current outlook is inflationary, but my long-term outlook remains that the bursting of the housing buble is a largely deflationary phenomenon.

Simply.. a MUST Read

Where the Smart Money is

Value Maybe?