- Shiller says there is a bubbled forming in farmland prices. TPC just says this is general commodity bubble
- Meredith Whitney says May / June should be fine, but foreclosures will pick up by the end of June. Still believes there will be 50 - 100 municipal defaults (not state) worth billions.
- Buffet / Rosenberg both believe Japan is attractively priced
Tuesday, March 22, 2011
TPC
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