Credit Writedowns
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multiple expansion
The ‘Perfect Storm’
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Secular versus cyclical factors in equity markets
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Correcting Some Misconceptions About A New Secular Bull Market
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On the juxtaposition of positve economic growth and market vulnerability
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Market valuation and corporate earnings
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Detailing some risks to the global economy
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The fragile recovery and the rise in asset prices
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Corporate profits: In the long run, valuation means everything
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More on P/E ratios and whether this market is cheap
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On market vulnerability, profits, p/e ratios and the S&P500
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