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Africa’s declining energy exports
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Case-Shiller: US House Prices Are Closing In On the Post-Bubble Trough
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Tensions in Libya Batter Risk Appetite
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Some Thoughts On Libya’s Likely Market Impact
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The Federal Reserve’s Quantitative Easing is Raising Inflation Expectations
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No Easy Way Out Of The Dilemma
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Cotton Hoarding in China Shows There is Serious Commodities Speculation
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Some Thoughts On Portugal
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Kyle Bass on Japanese Insolvency and Systemic Risk in the Global Economy
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Kyle Bass: At municipal level, it’s “open season for defaults”
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