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Barry Ritholtz (who writes a very informative blog, The Big Picture) was interviewed in last week’s edition of Barrons. It’s well worth the read.

After being bearish and right for a few years he is turning a bit more constructive.  I liked the quote that at industry events he used to be the most negative guy in the room — but is now one of the few not negative. Barry’s analysis and lack of “bottom calling” all the way down gives him some well-deserved credibility.  Certainly caught my attention.