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March 11, 2007
Sneak Peek at Weekend Reading
Here is sneak peek at a few links from my weekly Weekend Reading column at TheStreet/RealMoney:- How Sears is being recast as a hedge fund by Eddie Lampert (WashPost)
- Low-end cellphones are now touching record low $25 cost (EETimes)
- Waves in corporate events (SSRN)
- A modern history of investment booms (Marc Faber)
- The recent Fortress Investment Group IPO made five fund managers into billionaires (Forbes)
- Diversification tends not to work when you need it most, as correlations rise (Economist)
- Nouriel Roubini is the new must-read bad boy of international economics (WashPost)
- Yahoo!Finance message board content is more valuable than researchers thought (SSRN)
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Paul,
Thanks for posting the article from Faber and the piece on Sears and Lampert as well.
I'm not exactly a fount of information on Ed Lampert & Sears, but I've got a couple links for anyone who'd like to read more.
Last year's Fortune profile on Lampert:
http://money.cnn.com/magazines/fortune/fortune_archive/2006/02/20/8369159/
Andy Kern has written about Sears Holding in the past over at his blog:
http://berkshireruminations.blogspot.com/
Hope you don't mind my sharing these links,
David









the link to WeekEnd Reading over on theStreet.com ain't working at all