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United States
Secular versus cyclical factors in equity markets
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Dealing with confirmation bias in macro analysis at market turning points
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Four key reasons for capex accelerating
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Edward Harrison’s Ten Surprises for 2014, Update 1
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Some thoughts on Ukraine, part 2
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Some thoughts on Ukraine, part 1
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Ten lessons from Charles Keating on corporatism and control fraud
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Can the Jobs Data Give the Dollar Another Leg Up?
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The US jobs market is healing
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Jumbos still cheaper than conforming mortgages
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