- Too early for talk of bailout returns.
- A discussion on how Ben Bernanke is using inflationary monetary policy to combat the recession. This is a good read, and again seems in line with some of my recent posts: long-term, we're headed for inflation, and it will hurt. However, it would be nice to get someone else to judge this piece - it's a bit above my head. Also, more in line with my recent posts: short-term deflation already starting to take place? More in that vein.
- $9 trillion? Not even close! Try $14t.
- Nice read on the recent history of large-cap companies. They're back, apparently, though they were never truly gone. Yeah, okay, that sounds dumb, but it's still a good read: "Two further developments are shifting the balance of advantage in favour of size. One is a heightened awareness of the risks of subcontracting... A second is the emergence of companies that have discovered how to be entrepreneurial as well as big." It's the second point, particularly among large-cap tech, that I think is most relevant.
- Further proof (furthering the Hussman commentary linked yesterday) that this recession is simply not in line with previous post-war recessions.
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