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MONDAY’S MUST READS

1 June 2009 by TPC 5 Comments

Kidding Ourselves About an Asian Recovery, by Roach

Anything But Academic, Hussman

Fed Puzzled by Curve Steepening, by Pethokoukis

Why Jeremy Grantham Changed His Mind, by Pearlman

Driving the Bond Markets to Ruin, by Glassman

Attention Economic Optimists: Not So Fast, by Luskin

The Next Crisis Has Already Begun, by Fleckenstein

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5 Comments »

  • DWW said:

    Any chance that Ford will go the Chapter 11 route? That would be one sure way to extend the current stock market rally. ;-)

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  • DWW said:

    OT: Dow is adding Cisco and Travelers.

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  • Onlooker said:

    Wow, funny to see Luskin voicing a cautionary note. Even he is now finally seeing the weakness of any recovery. Of course as I write the market opens up 1.33% up in another speculative frenzy.

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  • TPC (author) said:

    The way this market feels we could get hit by a Russian nuke and the stock market would rally 100 points.

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  • TPC (author) said:

    Luskin has been wrong at every step during this bear market. He said there was no chance we were going into a recession 6 months ago and then he turns horribly bearish at the bottom as has remained so ever since. Search the site for his stuff. It's kind of humorous.

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