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Troll Alert: The @WSJ ‘s Latest on GSE Litigation

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Mr. Market’s Psychology Shifts……He’s Been As Irrational As Ever

Continue reading “Mr. Market’s Psychology Shifts……He’s Been As Irrational As Ever”
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The 9th Circuit May Have Just Decided The Delaware GSE Cases….For Plaintiffs

Continue reading “The 9th Circuit May Have Just Decided The Delaware GSE Cases….For Plaintiffs”
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Economic Data Still in Uptrend

Continue reading “Economic Data Still in Uptrend”
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Our Economy in Inherently Deflationary

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Harvard HERA Analysis Calls for Judicial Review in GSE Litigation

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The Tower of Babel

Continue reading “The Tower of Babel”
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Insider Buying & S&P Intrinsic Value

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The Market and The Economy Diverge

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Berkowitz, Tilson, Rieder & More at The Harbor Investment Conference

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Berkowitz on Sears Asset Value

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Housing, Employment & Chemical Index Point to Continued Expansion

Recession calls will once again be proved false……

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Howard Marks’ Latest

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Housing Starts Reaction Indicative of Negative Mood

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WSJ’s Sloppy Job on Houston’s Housing Market

I’d like to say I am surprised but I’m sadly not.

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