September 23, 2009

Crispin Odey: “This is a rational bull market in real assets, with room to run.” – FT

Simon Johnson: “When exactly is the medium run?” – Baseline Scenario

Matthew Lynn: “Historians have triumphed over economists; hedge funds over bankers; Germany over Britain; the right over the left; and the frugal over the spendthrift.” – Bloomberg

Goldman Sachs bankers seek perfect match – The Deal

Trends in securitisation: in pictures – Alea

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