McKinsey: What Matters: Long-run prospects for the... →
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Mish's Global Economic Trend Analysis: Chicago... →
2009 has provided for some great investment opportunities just about everywhere you look. As long as you stayed in the market, you’ve probably done ok. The themes driving equities started as an oversold rally in the Spring and developed into a glimmer of hope of fundamentals over the summer. Now the bull case is built on continuing central bank liquidity infusion that might actually pay off...