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Traffic jam of executive aviation 2015
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Phoenix Sky Harbor airport in Arizona
Super Bowl 2015
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...on Money and Credit Theory
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Quote
Joseph Schumpeter, History of Economic Analysis
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As Goes Switzerland…?
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Here is a question worth weighing these days: If a strong currency is so devastating to stocks and economies—as many allege—why did stocks in a tiny, export-heavy economy not succumb to a nearly 20% shock appreciation?
By Fisher Investments Editorial Staff, 17/04/2015
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The Challenge Confronting Banks
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"Once a company is as big as Apple, it needs to start eating up other industries in order to keep growing. Surely though, there are lower-hanging fruit than the auto industry? Most notably, there is the finance business."
Gavekal Dragonomics, Five Corners, April 08, 2015 , Louis-Vincent Gave
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Breaking Down the Consumer Price Index
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Change in the Eight Subcomponents since 2000
Advisor Perspectives, March 2015
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...on the Swiss and a looking glass world.
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Quote
The New York Times, January 2015 , Paul Krugman
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The World’s First Bear Market
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By our count, there have been 25 bear markets in the United States since 1792 and 28 bear markets in the United Kingdom since 1692.
Global Financial Data , Dr. Bryan Taylor, Chief Economist
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The House of Nomura
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Perhaps more interesting is the glimpse into the business world of Meiji, Taisho, and Showa before WWII. What's clear is that Japan had Prussian institutions but an Anglo approach to corporate governance.
Daily Speculations, October 21, 2014 , Weston Minami
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Did Eonia just end the ECB's Recovery Fiction?
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What should most troubling to investors of all stripes and locales is that what is going on in Europe is almost exactly the same as what is taking place in Japan. Despite nearly all outward appearances, Japan and Europe have far more in common than differences, at least where it counts.
Alhambra Investment Partners, August 29, 2014
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Narrative myth
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In early 2009 the financial press was dumping praise on any mutual fund manager who had evaded a bulk of the stock market decline. These managers were lauded as heroes, visionaries with the keen insight to see that the worst market and economic environment for 80 years had been just around the corner.
Bason Asset Management, August 28, 2014 , James Osborne
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