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Morgan Stanley: Fiscal Easing Will Not Raise Inflation
Tweedy Browne " one would have to concoct a set of “alternative facts” to conclude that there are a lot of bargains
Jeremy Grantham: Resistance To Wall Street Has Been "Wimpy"
Despite Oil Volatility, Brenham Capital Up Double Digits For 5th Consecutive Year
Boyles Fund 4Q16 Letter To Partners – Things that Don’t Make Sense
Articles
Stanphyl Capital: January Update
Boyles Fund 4Q16 Letter To Partners – Things that Don’t Make Sense
Stanphyl Capital: January Update
Ascend Capital – Asset Managers Good Shorts, But Too Dangerous
Activist Insight – Elliott Management And Starboard Value Top The List
Your Absolute Best Strategy In 2016 – Price to book
BOA: The Market Will Fall In February Before Rising 7% To 10% Over The Summer
Afer 17% In H2, Laughing Water Warns About The Madness Of REITs
DB: Global Growth Momentum Hits A Six-Year High But Beware
Fairholme 2016 Letter On Fannie And Freddie “Economic Castles Protected By Unbreachable Moats”
Activist Investors Are Good At Identifying Company's Story Structure
Carlson: Trump Tax Will Start “Global Depression”; Dire Danger In Age Of “Kim Kardashian celebrityism”
Carlson: Trump Tax Will Start "Global Depression"; Dire Danger In Age Of "Kim Kardashian celebrityism"
