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David Rosenberg and the corona crisis as a depression
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Economic downshift sinking in?
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An update on momentum stocks as a secular stagnation play
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Jobless claims remain dangerously elevated
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Get while the getting is good (and more on jobless claims)
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Search and Simplicity: The Silver Bullets of the Internet
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Worries about a retail investor-led speculative mania, part 2
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The US labor market is deteriorating
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Thoughts on my September and October thesis playing out
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Some thoughts on US jobs numbers and market volatility
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