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Pershing Q3 Letter

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Oppenhiemer: Egan Jones “Another Hack Attack”

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“What I Learned Building the Apple Store” … Ron Johnson

Continue reading ““What I Learned Building the Apple Store” … Ron Johnson”
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Salesforce.com Reports…….Starting To Tip

Continue reading “Salesforce.com Reports…….Starting To Tip”
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Rail and Temp Employment Data Continue to Hold Up

Continue reading “Rail and Temp Employment Data Continue to Hold Up”
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“Davidson” on Retail Sales and Industrial Production

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A Look at The Big Four Banks

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Netflix, Green Mountain…….Is Salesforce.com Next?

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Bank of America’s Debt Exchange and PIIGS CDS Exposure

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“Davidson” on Employment vs “Consumer Sentiment”

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Rail Traffic Remains Elevated

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Subs: Friday’s Links

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Subs: Just Got A Whole Lot of Firepower

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The Fallacy of US Bank EU CDS Exposure

Continue reading “The Fallacy of US Bank EU CDS Exposure”
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“Davidson” on Exxon, the S&P and Employment

Continue reading ““Davidson” on Exxon, the S&P and Employment”