The Minsky Meltdown by Grantham – you can download the entire paper on GMO.
JG – “I’m afraid cash is the ugly answer that no one ever wants to hear.”
That sits soundly with the GTAA model current allocation – mostly in cash/bonds.
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The Great Deal Spread of 2008, and a cool new site – ArbitrageView
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From the dictator that rules my fantasy league comes this gem – I can also sympathize being a Broncos fan – warning, explicit dialogue!
