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James Montier
James Montier: The Advent of a Cynical Bubble
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The Wisdom of Crowds
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More on my prediction of margin compression in the US and how Apple fits in
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James Montier does MMT
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Spinoza, Descartes and suspension of disbelief in the ivory tower of economics
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Montier: Was It All Just A Bad Dream? Or, Ten Lessons Not Learnt
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Bank leverage: forever blowing bubbles part two
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China’s present growth story is built on malinvestment
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Links: 2009-06-28
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Does Ben Bernanke blow bubbles too?
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