Friday, July 28, 2006

Linkfest

While surfing the net on a leisurely weekend, you are suddenly seized by a thought: "What does Alex read when he is not plotting charts?" Well, to answer your thought, I have provided here a small sampling of some of the recent articles that I have read:

1. If you like to know how to identify market bottoms and tops, you may learn a lot from this 2-part interview of the award-winning technician Paul Desmond (of Lowry's Reports) by Barry Ritholtz (of Big Picture). Go here for Part 1 and here for Part 2 of the interview.

2. Bill Gross of Pimco is always very entertaining & enlightenning even when he is talking about something as dry as bond yield & Fed funding rate. In his latest article, he explained how Pimco called "the end of a bond bear market and the peaking of Fed Funds".

3. James Picerno of Capital Spectator explained why he thinks the price of crude oil could fall sharply. He also explored the role played by big passive commodity investors, such as mutual funds & ETFs, in pushing up the price of crude oil.

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