The monthly Investment Outlook from Bill Gross has been on my reading list for a long time. He is insightful and I think his letters are sometimes candid enough to be helpful. He walks the line of a politician too and so at other times that creates a dense fog in his writing. This month is called "The Ring of Fire" and I highly recommend it. I also recommend skimming quickly over the first couple of paragraphs to get past the monthly self-adulation.