Early Feb 11 Headlines

• Roubini more on the N-Word, or N-Process as he calls it (RGE Monitor)
• Buffett's infinite investment horizon in need of lengthening (Bberg)
• Wall Street CEOs face grilling today (Reuters)
• Geithner ducks key questions, markets make him pay (Bberg and NY Post)
• European banks may be forced to report every week (DealBook)
• McGraw-Hill does not like criticism of its S&P unit (The Big Picture)
• Stock buyback halts will spell more trouble for Wall Street (Reuters)
• Harvard endowment sold 67% of U.S. stocks held in Q4 (Bberg)
• Pimco sold Treasuries in January, bought MBS, starting to get very nervous (Bberg here and here)
• Tontine's amusing latest position update (Market Folly)
• Comic relief: Geithner-Volker pep talk "transcript" (Bruce Krasting)

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