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Another perspective on the Jim Grant V shaped recovery article


Guest kawikaho
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Hi Arb,

 

It's here...

http://cornerofberkshireandfairfax.ca/forum/index.php?topic=1185" data-ipsquote-contentclass="forums_Topic" 9436#msg9436

 

-O

anybody got that article that grant wrote about V shape.

seems a bit out of character considering he did a pretty good job at signalling some of the housing stress in 2007.

i'd have to see his justificaitons and reasoning.

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some more interesting perspectives on the V shaped recovery:

 

http://seekingalpha.com/article/160181-what-if-it-is-a-v-recovery

 

http://seekingalpha.com/article/149598-perhaps-there-are-unseen-green-shoots#comment-594523

 

then there's the contra view of of pimco's Mohamed El-Erian. he gives more weight to "levels" rather than "rates of change" favored by others, including, probably ECRI.

 

http://www.ft.com/cms/s/0/1551b95e-ac59-11de-a754-00144feabdc0.html?nclick_check=1

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