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interest rates
On US equities’ multiple expansion
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Expect the Unexpected in A Low Return Environment
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The Fed exerts a dominant influence across the yield curve, not just on the short end
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US Housing and Economy and Reaching for Yield
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On Bernanke’s testimony
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On Sweden’s household debt problem
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Currency war or something altogether different?
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Going for Broke
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What’s happening in Spain?
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The Fed changing private portfolio preferences through Quantitative Easing
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