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

• Randall Forsyth (Barron’s): Reflation trade shifting into reverse? October 27, 2009. Risk assets ranging from stocks to commodities to currencies seem to be faltering after being floated on a sea of liquidity.

• Doug Kass (TheStreet.com):   My “fast money” recap, October 28, 2009. I saw some emerging technical signs of market weakness that could override seasonal strength, including three failed rallies in the past week, a contracting number of new highs on the New York Stock Exchange, a breakdown in the Dow Jones Transportation Average and, generally, stocks have begun to sell off on good and bad news. … asked how vulnerable the market was over the short to intermediate term if I used the quantitative models that

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TODAY: Victory Day parade and a stern warning from Russia; Putin suggests financial crisis will determine who is to run for President; NATO games prove a spanner in the works of US-Russia restart; 'sorry' not good enough for ex-Standard editorSergei Lavrov's meeting with Hillary Clinton has apparently reaped 'reassuring' results.  Putin has said in an interview with the Japanese media that NATO's military exercises are a sticking point in US-Russia relations and hopes that America will 'hit the brake hard'.  The Prime Minister has made clear that for Russia the issues of nuclear disarmament and Washington's planned missile-defense system are 'inseparably bound up'.  The Guardian finds Russia's policy of polarizing Europe and NATO 'baffling'.  Putin has urged against upping ...