Daily Archives: November 1, 2011

Mike Mayo one of the few useful analysts

I spoke about analyst Mike Mayo in my book Juggling Dynamite as being one of the few independent useful analysts on Wall Street. He has been repeatedly ostracized by management and his peers for honest calls that do not play … Continue reading

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Hedge funds have now given back all the gains made since October 2009

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The instability of inequality

Good macro overview from Nouriel Roubini on the growing trend toward civil unrest in the world.  See:  The instability of inequality. “Any economic model that does not properly address inequality will eventually face a crisis of legitimacy. Unless the relative … Continue reading

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