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October 18, 2013



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his investment strategy involves ?Head of Global Fundamental Credit Strategy,Jim Reid as “probably the most consistent macro corporate strategist” there is with his Early Morning ReidinvaluableJP Morgan’s Teresa Heitsenrether: Has a fairly long commute to work – “that’s where I do all my reading” In addition to the newspapers Heitsenrether doesn’t miss JP Morgan’s Head of Economic ResearchBruce Kasman’s Global Economic OutlookDamon Silver top policy maker atthe AFL-CIO: Said hismorning reading list is ”embarrassingly conventional” He reads the New York Times “cover to cover and glances at the Washington Post”Rick Sharga of Carrington Mortgage Holdings:“I read very little printed material anymore” he said though he does read the local Orange County Register on Sundays Sharga gets most of his morning news on the radio On the analyst front he favors Fannie Mae’s chief economist Doug Duncan; Chris Thornberg at Beacon Economics; and Ivy Zelman on the housing beatJohn Brynjolfsson of Armored Wolf: Has a long list of go-to analysts: Bob Savage at TRACK; Mark Grantat Southwest Securities; Bill King at Arbor Research; David Kotok chief investment officer at Cumberland Advisors; Ed Hyman at ISI; Jim Bianco; and Meridian Macro which ”sends charts on everything” He also read’s Ezra Klein’s Wonkbook column at the Washington Post “religiously” so he knows “what the left is thinking” And he gets a late-night dose of commentary from Jay Leno and The Daily Show however.headline news,International Editions : Thomson Reuters is the world's largest international multimedia news agency places $1. based on 2013 list prices, and Wendell Willkie (a Wall Streeter) in 1940?With its cathedral-like building in the heart of the financial district ?U. The Treasury Department has responsibility for that paperwork and has had three years and three months to get it done.

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But how much of that could I take before I got bored to tears? I was not really one who enjoyed just sitting around. Of course we could go the theater more often, even the opera. Maybe not; I shuddered at the thought of one shrill soprano too many. Would I start getting twitchy for some action? Maybe start sneaking out at night with a lockpick to open a safe or two? I must have dozed off at this point because loud snores woke me up. My own. I refreshed my drink and decided not to think any more about the future at this point. Wait, Jim, wait until the job is done.




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