This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.

• Doug Kass (TheStreet.com): A force in motion, October 20, 2009. Arguably, the market has begun to decouple from fundamentals; instead, liquidity has overcome almost any other influence as every little setback has been countered with an avalanche of buying. It has fed upon itself, and it has contained corrections as many money managers play catch-up and chase strength.

• Dan Holland (RealClearMarkets): An interview with Jason Trennert, Ocober 20, 2009. Jason Trennert is the chief investment strategist at Strategas Research Partners, a Manhattan-based advisor to institutional investors, which he co-founded three years ago. Institutional Investor magazine has consistently ranked Trennert one of the top strategists on Wall Street.

• Martin Wolf (Financial Times): How to manage

This morning, the Joint Economic Committee of the U.S. Congress took up the implications of rising world oil demand for the U.S. economy. I was invited to participate along with Daniel Yergin, Co-Founder and Chairman of Cambridge Energy Research Associates.

I have some more discussion at the Washington Post as well as the following links:

Now that crude has lost 50% (and counting) since July, Andrew Gordon says the political will to develop alternative energy sources may be waning. But election favourite Barack Obama is fully behind clean energy. Andrew says this makes strong companies with new technology in biofuels, alternative energy and clean coal a good speculative buy. Another options is this Global Alternative Energy ETF (NYSE:GEX).

This from Investor’s Daily Edge:

John McCain is a practical guy. He subscribes to the “let’s try anything that works” theory. He’s willing to go with anything that weans the U.S. from Mideast oil. Nuclear, biofuels, ethanol, sun and wind, the traditional oil and gas hydrocarbons, tried and true coal and super-clean thermal and hydro energy – they’re all on table.

Throwing up a dozen tar balls and seeing what sticks isn’t much of a policy. But I see nuclear