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May 2009
Almost all biggest subprime lenders have received bailout money
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China warns that the west’s quantitative easing is inflationary
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Links: 2009-05-06
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Grantham: go with high quality and hedge against inflation
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When Giants Fall: No green shoots here
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Bernanke expects recovery later this year
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Services sector still contracting, but shows more new orders
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Fiat as the engine for change in the auto industry
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Links: 2009-05-05
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Asia is de-coupling
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