David Goldman
David Goldman
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Vikram Pandit's Benchmark Portfolio Is A Step In The Right Direction
on Thu, Jan 12 • 1 Comment
- Why I'm Short Turkey
- Europe's Banking Crash Already Happened
-
Italy: It's Not About Macro (And Why It Doesn't Matter Anyway)
on Mon, Dec 5, 2011 • 7 Comments
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Warning To Germany And France: Build A Barrier At The Alps
- Focus On China: Domestic Demand Drives Growth
- European Banks About To Get Thrashed
-
The Dumb Dividend Idea
on Mon, Sep 26, 2011 • 135 Comments
- Why 'Operation Twist' Is Especially Stupid: There's No Lack Of Short-Term Financing
- It's Not 2008 All Over Again: Europe Edition
- Markets Temporarily Skidding On Greece
- The World Economy Is Doing Just Fine...
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Obama's Keynesian Advisors Don't Get It
on Thu, Sep 8, 2011 • 19 Comments
- No One Cares About Italy
- The Double Dip, Like Hurricane Irene, Was Exaggerated
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Gold vs. Treasuries: It's All About Optionality
- This Is a Liquidity Event Driven by a Global Redemption Call on Hedge Funds
- We're Not AAA? The Empire Is Blind
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The Great Hedge Fund De-Levering Event Has Arrived
- The American Consumer Has Thrown in the Towel
- Why the Market Was Terrified Yesterday
- Current U.S. Budget Situation Not a Crisis, But a Negotiation
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Why Are Treasury Yields so Low? Chalk It Up to Supply and Demand
on Thu, Jul 21, 2011 • 8 Comments
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Southern Europe: Beyond a Demographic Point of No Return
on Thu, Jul 7, 2011 • 43 Comments
- Why Con Ed Stock Will Outperform Gold
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Income Stocks vs. Bonds: It's Not About Growth, It's About Valuation
on Wed, Jul 6, 2011 • 8 Comments
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Greece Is Not Lehman Brothers
on Tue, Jul 5, 2011 • 7 Comments
- Why Covered Call Writing Is No Free Lunch
- The Night of the Living Debt
- No Financial Crisis, But Banks Will Underperform
- It's Time for the EU to Make an Example of Greece
- No Sense of Extreme Risk to Market, Just Continued Expectations of Lower Growth
