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valuecfa
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thnx for that link.

 

i have a morningstar subscription, but i dont comb thru it every day so i may have missed this.

havent read all the letters but one that has stood out so far is paul mcCaullys of pimco. those guys, particularly gross, el-erian, & mccaully are terrific.

 

http://www.pimco.com/LeftNav/Featured+Market+Commentary/FF/2009/GCB+February+2009+McCulley+Saving+Capitalistic+Banking.htm

 

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