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Commentary
QE will end this year after tapering off in June
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The Economy in the United States and the United Kingdom
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On why the ECB is cutting off Cyprus on Monday
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On Cyprus and the European Crisis
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Europe gives Portugal ‘time to adjust’ and lets fiscal targets slip
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On Europe’s lower multiples
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On US equities’ multiple expansion
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Some thoughts on the February jobs data
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On continued recovery in the US
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Thoughts on the Dow high and a look back at the market bottom in 2009
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