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Whitney Tilson: "A pullback of some sort is likely"
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News from around the web: 2009-11-09
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The collapse of commercial real estate
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The coming collapse of the municipal bond market
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News from around the web: 2009-11-03
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Wood warns of correction, says “key variable in the West is government policy”
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Reflation watch hedge fund edition
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Rosenberg: The Grinch who stole Christmas
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Bill Gross: “almost all assets appear to be overvalued on a long-term basis”
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Jeremy Grantham: The market is 25% overvalued; 15% correction coming
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