And Now a New Quarter

This week we will review where the markets are versus our beginning of the year projections and what the trends are at the moment.  We remain in focus on the longer term macro directions and are trying to position our self for those directions.  Cutting deficits and the resulting trend towards austerity remain the long term focus.

 For the moment here are the two best reads for me from the following weekend:

http://www.nytimes.com/2012/04/01/opinion/sunday/friedman-why-nations-fail.html

http://www.nytimes.com/2012/04/01/business/how-a-financial-products-agency-could-protect-investors.html