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Consultant Ninja: Friedman Billings Ramsey and Tom Peters.

Consultant Ninja

It wasnt until 2001 that he admitted that he made up most of the data in the book. It is probably better explained by decent execution of a decent strategy during a REALLY GREAT time to be in finance. I am a strategy consultant at. Still, Tom Peters enthusiasm is interesting. March 26, 2009 at 2:14 AM. The ANALyst.

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Mortgage REITs Clobbered as Leverage Forces Sales

MishTalk

Get Involved The State of the Unions Finances: A Citizens Guide. financial stability were as misleading as the media frenzy over shark attacks in 2001. That means they benefited from cheap financing as the Fed kept short-term interest rates near zero for more than four years. December 2008 (85). November 2008 (78).

Sales 73
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Witch Hunt is On; Foolish Ideas on Stopping the Shanghai Carnage; US Bubble Will Burst Too

MishTalk

The amusing comment of the day comes from Zhu Ning, deputy dean at Shanghai Advanced Institute of Finance: “ If [the government] does nothing then all its previous efforts will have been wasted but if they continue with the rescue efforts then the hole will get bigger and bigger. Nor were shorts the problem in 2000 and 2008 in the US.

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Mish's Global Economic Trend Analysis: Ritholtz on Gold and on.

MishTalk

Get Involved The State of the Unions Finances: A Citizens Guide. Barring some new developments — like all the gold in Fort Knox becoming irradiated — I do not expect to see a resumption of the 2001-11 uptrend. There exists no back-test for the current era of finance. December 2008 (85). November 2008 (78).

Trends 63
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"Will These Central Bank Morons Ever Learn?" asks Albert Edwards at Societe General

MishTalk

And they should have realised after the 2008 Great Recession that the longer they suppress volatility, both economic and market, the greater the subsequent crash. With borrowing costs once again near historic lows, Congress could simply decide to finance some more investments. Will these morons ever learn?

Banking 75
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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

UPS Freight , the fifth-largest LTL, reported tonnage off 10 percent (matching the record decline reported in the 2009 3Q during the depth of the Great Recession) and shipments down 5 percent year over year (the worst drop since 2008 fourth quarter). Overoptimism 2008-2010 The SEP growth forecast for 2008 never turned negative.

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Dollar Shortage Revisited; Is Japan Zimbabwe? Who's in Control? World Gone Mad

MishTalk

ZeroHedge wrote " The last time the world was sliding into a US dollar shortage as rapidly as it is right now, was following the collapse of Lehman Brothers in 2008. More importantly, a dollar shortage certainly did not cause the crash in 2008. Excess debt and speculation caused the crisis in 2008. Same as 2008 or Opposite?

Banking 28