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SP500 2009 Global Sales

The Stock Market Valuation of Research and Development Expenditures

Howard Marks - Open-And-Shut - Oaktree

Third Point - Third Quarter Letter (2010)

GMO - Back to Basics - Six Questions to Consider Before Investing

GMO - 3Q 2010 Quarterly Update

RAFI - Hope is not a strategy

Fitch - Major French Banks Semi-Annual Review and Outlook

GMO - Night of the Living Fed

Stock Valuations Influenced by Inflation - Fidelity

Why Do Companies Issue Debt When They Don’t Seem To Need The Money

The Value of Stop Loss Strategies

The Impact of Mandatory Hedge Fund Portfolio Disclosure

GMO 7-Year Asset Class Forecasts (August 2010)

Reinhart - After the Fall

10 - CAPTCHA economics

07 - NYT - In Case of Emergency, What Not to Do

06 - Do Retail Investors Benefit from Smart and Unbiased Financial Advice

05 - Andrew Haldane - Patience and Finance

04 - A Tactical Handbook of Sector Rotations

02 - Howard Marks (Oaktree) – Hemlines and Investment Styles

01 - Whitney Tilson Interview

CMA Global Sovereign Credit Risk Report Q1 2010

Andrew Haldane - Patience and Finance

S&P Credit Research -Europe's Growth As Good As it Gets 2010 08 31

GMO - James Montier - A Man from a Different Time

Apollo - Higher Education at a Crossroads

GMO - 7 Year Asset Class Forecasts (July 2010)

Meir Statman - The Cultures of Risk Tolerance

Economists’ Hubris - The Case of Equity Asset Management

McKinsey - Ten tech-enabled business trends to watch

Tilson, Heins - Our Favorite Short Sales (Kiplingers 8-10)

IMF - Peaks, Spikes, and Barrels - Modeling Sharp Movements in Oil Prices

Whitney Tilson- Value Investing Congress in Europe

Legg Mason’s - Michael Maubossin - Untangling Skill and Luck

GMO - James Montier - Is Austerity the Road to Ruin

Damodaran - Into the Abyss - What If Nothing is Risk Free

Overconfidence, Under-Reaction, and Warren Buffett’s Investments

McElvaine Investment Management - We are here - 30Jun

Jeremy Grantham - Summer Essays

China Housing Turning Point

GMO 7-Year Asset Class Forecasts (2Q 2010)

Sustainable Energy Security - Strategic Risks and Opportunities for Business

Composite Leading Indicators, OECD, July 2010

GMO - Reflections on the Sovereign Debt Crisis

IMF - World Economic Outlook

Riding Bubbles

Life Expectancy and GDP

Philadelphia Fed - Business Outlook Survey, June 2010