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

• Vito Racanelli (Barron’s): The easy money has been made, November 2, 2009. The choppy action last week suggests the going gets much tougher from here. In a year in which the market has jumped far off its lows, the bull has so far talked the talk of earnings growth. It’s time to walk the walk.

• Edward Harrison (Credit Writedowns): Bullish data, recoveries, crashes and the psychology of forecasting redux, November 2, 2009. Is a double dip or crash a baseline scenario? No, not necessarily - but it is increasingly likely. So, as bullish as I believe the data are, I am more worried about a bad outcome, not less.

• Andy Kessler (The Wall Street Journal):

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

• Vito Racanelli (Barron’s): The easy money has been made, November 2, 2009. The choppy action last week suggests the going gets much tougher from here. In a year in which the market has jumped far off its lows, the bull has so far talked the talk of earnings growth. It’s time to walk the walk.

• Edward Harrison (Credit Writedowns): Bullish data, recoveries, crashes and the psychology of forecasting redux, November 2, 2009. Is a double dip or crash a baseline scenario? No, not necessarily - but it is increasingly likely. So, as bullish as I believe the data are, I am more worried about a bad outcome, not less.

• Andy Kessler (The Wall Street Journal):

This week’s video-o-rama comes to you a day late as I make my away from Cape Town to Europe. Notwithstanding terribly slow broadband at South African airports, I have managed to compile an interesting potpourri of clips.

Topics ranged from another round of discussions about the proposed regulatory reform to Fed chairman Ben Bernanke facing a grilling on Capital Hill over the Bank of America-Merrill Lynch deal to the usual dose of debate on the outlook for the economy and financial markets.

The stars of this week’s round-up include Steven Pearlstein, Pete Peterson, Warren Buffett (US economy in “shambles”), Nouriel Roubini (US economy “sort of stabilizing”), Puru Saxena, Edmund Phelps, Mohamed El-Erian, Robert Prechter (a “lot more” bear market) and T. Boone Pickens.

The compilation kicks of with Barry Ritholtz, author of must-read “Bailout Nation” and editor of The Big Picture blog, sharing his views on

The following are some thought-provoking articles I have read over the past few days that readers may also find of interest:

• John Hussman (Hussman Funds):  Wishful thinking, April 20, 2009. At present, the advance we’ve seen over the past several weeks is looking increasingly speculative. We certainly cannot rule out a further advance, but the basis for expecting one is currently weak. Better internals, higher-quality leadership, broader sponsorship, and needless to say, a credible foreclosure abatement plan, would all be helpful “legs” if this advance is to be durable. For now, we don’t observe enough of that evidence.

• Martin Feldstein (Financial Times): Inflation is looming on America’s horizon, April 19, 2009. The link between fiscal deficits and money growth will be exacerbated by “quantitative easing”, so when the economy begins to recover the Fed may be faced with an