Central Banks Can't Inflate Market Prices Forever: El-Erian. CNBC

Tom Bradley: Investors, be skeptical of these current ‘sure things’. Globe and Mail

The case for a 40% drop in the markets.  Marketwatch  See also: TBP Conference Presentations. Ritholtz

The lore of iron ore: The most important commodity after oil deserves more attention than it gets. Economist

Iron Ore
Photo: Reuters