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Carmen Reinhart, a leading expert on financial crises and contagion, discusses her views on the Sub-Prime Crisis, and why our situation differs from any previously experienced, either in the US or in other countries She assesses the actions taken by the Federal Reserve, and the impact of falling exchange rates on US and emerging market economies.
Despite receiving relatively little media attention, Barclay Capital's 2008 Equity Gilt Study contains some extraordinarily insightful analysis. We review the lead article, For Richer, For Poorer, which shows why supply shortages will develop for many key natural resources over the next 10-20 years, and what role commodities can play in a portfolio with a long-term time horizon.
Alden Cass, a psychologist with a practice specializing in helping financial advisors achieve their goals, has written a new book, Bullish Thinking. He and his co-authors identify their 10 investor profiles, and how advisors can effectively deal with each as prospects and clients.
Dan diBartolomeo, the CEO and founder of Northfield Information Services, follows up our article last week on peer groups with a note on correlation and other statistical measures that should be used to construct and measure peer groups.
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