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Morgan Stanley: Bear Scenario Is 30% Revenue Decline For Asset Managers By 2020
USA, USA, USA! American Investors Beat The World Last Year With Only Moderate Risk
New Research Paper Foretells QE Domination
Prices Of This Metal Could Be About To Soar
Rising Corporate Bond Spreads Worrying To Analysts
Tariff Policy Impact on Asia – No Trade War…Yet – Taiwan To Be Hardest Hit
GeoPolitical Risk Is Low, Or Is It?
Value Briefs
Putting Trade Policy Risk In Perspective
Can any other trader in the world possibly know as much about these markets and trading as Cargill?
Klarman Frets About Chinese Leverage; Warns of A Potential “Bloodbath”
New Revenue Recognition Rules To Hit 25% of S&P 500
FT Trolls Bloomberg
As Rates Rise Dispersion Of Earnings Yield Of S&P 500 Hits A New High
Libor–OIS Spread Set To Widen Further As Beat Bites
World Will Not End Over Trade Policy As “Art of the Deal” Is Just The Start
Value Briefs
Berkshire Offered Its 30.8% Stake in USG to Knauf at $42 per Share
Status quo bias
Equity fundamental net-bulls do appear to be faltering, at least consolidating if not rolling over
