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Credit Writedowns
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Excess cash on the balance sheet is wealth destruction
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Ten Surprises for 2013 coming
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Jeremy Grantham on investing in US when long-term growth is lower
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Going for Broke
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The bullish case for Apple
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Predicting major correction in 2013 as contrary indicators are mostly bearish
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Moving away from the new normal: PIMCO’s secular preview questions
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Bond Math
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The US fiscal standoff should mean recession in Q2
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Review: How My Ten Surprises for 2012 Fared
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