Market Notes

After a setback in the market it appears to be good time to get into commodities and energy -- XLE, XLB and CLF.

Track VLO

Pullback pickups --

ETF Research

• http://www.etfchannel.com/etfs/
• http://www.sharebuilder.com/sharebuilder/Research/Tools/ETFFinder.aspx?Category=Sector
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Swarm

Swarm behavior in "Perfect Swarm" by Len Fisher.

Notes on Human Action

Human Action by von Mises

Broken Windows - Production

Man made tree

Tealeology

Human nature remains constant over time.

Theory of Moral Sentiment -- available online at

The Lived Experience - John Stuart Mills

Competition between distributed norms

Lack of Knowledge thwarts central planner

Rolls Vail of Ignorance

T Mocran Collective Choice

Limited Rationality

Elevating preferences

Principle Agent Problem

Frédéric Bastiat - Parable of the Broken Window