Tuesday, May 5, 2009

Must Read Links 5-5-2009

1. Robert Schiller in the NY Times: Depression Scares Are Hardly New
(http://www.nytimes.com/2009/05/03/business/economy/03view.html)- Via SimoleonSense

2. Hussman Funds weekly letter
(http://hussmanfunds.com/wmc/wmc090504.htm)- Via SimoleonSense

3. Barron's interview with Ron Baron of Baron Capital Group
(http://online.barrons.com/article/SB124121804657578771.html?page=sp)

4. Paul Krugman in the NY Times: Falling Wage Syndrome
(http://www.nytimes.com/2009/05/04/opinion/04krugman.html?_r=1)- Via The King Report

5. New investment outlook from PIMCO's Bill Gross
(http://www.pimco.com/LeftNav/Featured+Market+Commentary/IO/2009/IO+May+09+Gross+2+2+4.htm)- Via SimoleonSense

6. Bernanke's latest attempt to validate the stock market's rally
(http://www.federalreserve.gov/newsevents/testimony/bernanke20090505a.htm)

7. MATTHEW RICHARDSON and NOURIEL ROUBINI: We Can't Subsidize the Banks Forever
(http://online.wsj.com/article/SB124147831175584985.html#mod=todays_us_opinion)