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equities
Bubbles: Jeremy Grantham, Fingers of Instability and the Medium Term View
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Canadian housing, Russian economy, Twitter bubble, and bogus tax proposals
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Apple’s Q2 is a great quarter but top line growth is gone
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Secular versus cyclical factors in equity markets
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Emerging Market Equity Allocation Model for Q2 2014
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Policy-induced market overvaluation is building, will end badly
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Economic and market themes: 2014-03-21
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Historical realities and 50% profit growth
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Edward Harrison’s Ten Surprises for 2014, Part 2
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What do bank share prices tell us about growth?
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