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  • Buffett's Offer: Great for Him, Terrible for Bond Insurers [View article]
    This might be terrible for the bond insurers but...

    What is the alternative? If/when the bond insurers go under, doesn't Berkshire end up as the insurer of choice for most munis anyway?
    Feb 12 15:29 pm |Rating: 0 0 |Link to Comment
  • Google: A Hard Sell For Superior Returns  [View article]
    Should have added that 5% implies GDP around 35T rather than 20T.
    Oct 15 13:47 pm |Rating: 0 0 |Link to Comment
  • Google: A Hard Sell For Superior Returns  [View article]
    Your GDP growth assumption of 3% is real. Nominal would be about 5%.
    Oct 15 13:42 pm |Rating: 0 0 |Link to Comment
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