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

Tim Bond, head of asset allocation at Barclays Capital, discusses in the video clips below the outlook for Chinese growth, as well as government bond yields and when the Federal Reserve Board will start raising rates. FT’s investment editor John Authers conducts the two-part interview that also covers a number of other topical issues.

Part 1: Will Chinese domestic growth be the saviour of the global economy?

Click here or on the image below to view the interview.

Part 2: Are bond yields normalising? When will the Fed start raising rates?

Click here or on the image below to view the interview.

Source: John Authers, Financial Times, June 22 and

Look at the economic goings-on that take place on this, the third rock from the Sun…The Dow is up again - could this be the beginning of a major rally?…pinning hopes on a stimulus package…much talk of cutting taxes, but not of cutting spending…Find a premise that is wrong, and bet against it…for gold bugs, it’s now or never…and more!

Captain’s Log: Year of our Lord 2009, 6th day…

We have landed on a strange and wonderful watery planet - the third planet in orbit around the sun, a minor star in the Milky Way galaxy. Well, they say it is watery planet. Where we are, it is icy. But the locals say it warms up and the ice melts. We’re suspicious; maybe it’s just hype to attract tourists.

But what is strange about this planet is that its inhabitants all seem to play a game of make-believe, in which they all agree