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  Posted on: Saturday, September 3, 2011
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Wonderful analysis that I have been reading for many years

   
 
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I would like your permission to send a copy of your 8/25/11 market commentary to them since I agree that we are in a major credit/debt contraction of hugh scale and a good deal of the asset write-downs are ahead not behind us. irrespective of your answer I want to thank you for wonderful analysis that I have been reading for many years.
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