Some quality reading material to keep you busy this weekend…
McClellan: Government deficits are good if you like gold…
Hulbert: Stock market risk is higher today than it was in the dot-com era
Bloomberg: Bill Gross says that wage growth is the real challenge facing the economy
SocGen on the euro: Even for a committed EUR/USD bear, the market is a bit ahead of itself
David Stockman: Europe’s Monetary Madhouse