MUST READ ARTICLES ON "OF TWO MINDS" BLOG

Charles Hugh Smith has some fantastic posts on his blog:
http://www.oftwominds.com

The Big-Picture Economy, Part 3: Scarcity, Risk and Debt 
(September 25, 2013)

The Big-Picture Economy, Part 2: Surplus, Spending and Debt
(September 24, 2013)

The Big-Picture Economy, Part 1: Labor, Imports and the Dollar
(September 23, 2013)

 The Trouble with Asset Bubbles: If You Stop Pumping, They Pop 

(September 20, 2013)