Monday morning readings

- Trend has been a friend since David Ricardo (Au.Tra.Sy).

- PIMCO is net short U.S. Treasuries (Yahoo! Finance).

- Barry Ritholtz updates his great list of trading books, rules, and aphorisms (The Big Picture).

- Commodities behemoth Glencore to make a record listing in London (Financial Times).

- Barry Eichengreen believes in a more stable world, but possibly only after three more crises (Project Syndicate).

- Raghuram Rajan and the three paths for indebted democracies. None of them looks particularly sanguine (Project Syndicate).

- Globo TV's Glória Maria went to Singapore to interview the legendary Jim Rogers. It's priceless to watch a multimillionaire bringing the kids from school cycling in the rain while some in Brazil say it's "impossible" to grow a child without a full-time nanny (Globo, audio in Portuguese).

- New economic thinking = reading old books (Mark Thoma).

- Iceland rejects another deal to compensate Icesave creditors (WSJ).

- The tight race for Peru's presidency (El Comercio).

- Another great director leaves the world without winning an Academy award: Sidney Lumet. His most famous works (Telegraph) and his paradoxical connection to the Reaganism (New Yorker).