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“When I look at my Bloomberg monitor each day that contains my 100 most important indices, companies, commodities, bonds, bond spreads, preferred shares, etc, I shudder. The reason I shudder is that my screen doesn’t have just one ‘problem child’. It looks like a screen that contains many ‘dead men walking’,” says Bennet Sedacca in a guest contribution to Investment Postcards. . [...] More on this topic (What's this?) East Coast Asset Management's Q4 Letter: Embracing Uncertainty (market folly, 1/26/12) Deutsche Bank Executives Decides to Choose Asset Management Sale (ValueWalk.com, 1/12/12) East Coast Asset Management on the Fear of Bubbles: Q3 Letter (market folly, 11/9/11) | |||||||||||
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