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Broyhill Asset Management Q2 Letter: "What Happens At The Margin Matters Most... Keep Your Eyes On China"

Tyler Durden's picture
Submitted by Tyler Durden on 07/29/2010 07:54 -0400



 

Broyhill Asset Management Q2 Letter, by Chris Pavese

 

 
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Thu, 07/29/2010 - 08:39 | 493841 trav7777
trav7777's picture

Margin, bitchez

Thu, 07/29/2010 - 09:58 | 493945 Oh regional Indian
Oh regional Indian's picture

China Property is not the biggest macro risk.

The cover somehow getting blown in the US is the biggest macro risk. China is small potatoes in comparison.

Someone will call out the naked emperor, sooner or later!

Then war risk, then China.

Or a "coupled" threesome!

Yikes!

 

Heads up tomorrow.

 

ORI

http://aadivaahan.wordpress.com

Thu, 07/29/2010 - 13:48 | 494432 Grand Supercycle
Grand Supercycle's picture

DOW daily chart posted at blog, showing two megaphone wedges . . .

http://stockmarket618.wordpress.com

Thu, 12/02/2010 - 00:59 | 770951 lamont cranston
lamont cranston's picture

Chris-

You get no credit for your wonderful research on ZH. I'll take advantage of it, much appreciated. Have before, done pumped gas for JE, Ralph & Sadie. And Eddie. Nobody really understands whom you work for, as they thangk you have only have "hunnders" of dollars.

Paul ain't no fool. Just rename the blog "a view OF the blue ridge".

 

 

 

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