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Monday, March 16, 2009

Worthwhile Reading - March 16th Edition

Lowering the sights for profit margin recovery. John Hussman.

Roubini: Reflections on the latest sucker's rally. Calculated Risk.

More debt won't rescue the great American Ponzi. Rolfe Winkler, Option ARMageddon.

Kyle Bass looks forward and sees mass defaults. Kyle Bass, Hayman Capital; via Paul Kedrosky, Infectious Greed.


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