simplified and misplaced. Fear deflation? Fear ISIS? Fear the RMB? What we should be contemplating with great care is the connected skein that enmeshes us and all these connected knots of worry. We will see, over and over again, the way in which connection shifts, alters and even...
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Eye on the Market July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end What the EU gave: an easing of lending...
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