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Below is a link to an article I mentioned and quoted in part in the Bearish Thread.
It is one of the most germaine articles I have read in a while. To me it was written in terms that generally are easily understood, .i.e. not a lot of financial esotericism. It is moderately long, but I believe will be worth most individual's time.
The Elusive Bottom: Conference Call Notes
14 August 2008
David A. Rosenberg
It is one of the most germaine articles I have read in a while. To me it was written in terms that generally are easily understood, .i.e. not a lot of financial esotericism. It is moderately long, but I believe will be worth most individual's time.
The Elusive Bottom: Conference Call Notes
14 August 2008
David A. Rosenberg
- We aren't past the halfway point of this recession
- 300-point rallies in the Dow happen in bear markets
- How can there be recession with GDP still positive?
- You'll miss a lot of action waiting for GDP to go negative
- We should actually be welcoming the recession call
- and a lot more interesting points