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February 2010
Links: 2010-02-21 – shadow inventory, depression in Latvia and more
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Is AIG the main CDS insurer for Greek government debt?
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Citigroup can limit demand deposit withdrawals and money funds can too
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Drawing the right lessons from an obscure tale of obscure interest rate swaps
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Links: 2010-02-19 – Canadian housing bubble, Brazilian bonds and more
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60 Minutes – Pigeon Fever and Ponzi Schemes on Wall Street
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Jobless claims report points to long-term unemployment problem
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Links: 2010-02-18 – fallacies of composition, housing bubbles, taxes and more
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Anatomy of the White House’s Big Pharma Healthcare Deal
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Links: 2010-02-17 – Revaluing China, Goldman and more
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