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Deutsche Bank Says Inflation Ahead, Points To Summers
Inflation ahead? It is “arrogant” to assume developed world economies are headed towards deflation, says a Deutsche Bank Konzept research report. The same people that unwisely “dismiss inflation out... Read More

Factor Optimization
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Average Up & Bet Hard
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What To Do When An Investment Strategy Performs Poorly
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BOA: Equity Flows Reverse As Investors Bet On Reflation And Bonds
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Europe is the the New 'Bad Weather' Excuse for Companies
Whether it was last year's cold and wet spring or 2012's warmer than usual winter, many companies have used the "blame the weather" explanation for poor quarterly earnings and... Read More

Ray Dalio On Radical Transparency – Charlie Rose
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The Fed Hasn’t “Gone Crazy”: Why Interest Rates Need To Go Up
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Greenwood Investors 2014 Letter: Long Fiat
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