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TMFHumbleServant (97.95)

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How Long Until We Get There?

July 13, 2010 – Comments (4)

"There" is the right level of Debt to GDP. Unfortunately, we don't know what the right level is nor how long the deleveraging process will take to get us there.  [more]

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There's a Middle Ground?

July 13, 2010 – Comments (3)

While extreme viewpoints are likely to sell newspapers, magazines, and ad space, perhaps the answer lies somewhere between the extremes.  [more]

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Thinking Like This Scares Me

July 12, 2010 – Comments (9)

I have no idea who this advisor is, but his thinking scares me. He says he is "cautiously optimistic" but "ready to jump ship."  [more]

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Are We Headed Back to 1937?

June 30, 2010 – Comments (1)

Interesting article from the NYT.  [more]

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How macro matters

June 23, 2010 – Comments (0)

Dylan Grice of Societe General penned on excellent piece on how to incorporate macro analysis (the environment around you) into your micro analysis (equity valuation).  [more]

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