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Notes to myself, possibly of interest to others.
-- Bill Northlich
Monday, February 1, 2010
The headwind that markets face in 2010 is the reversal of the tailwind of 2009
The major headwind that markets face in 2010 is the reversal of the key tailwind of 2009, that being extraordinary monetary and fiscal stimulus.
---Peter Boockvar, via Barry Ritholtz,
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