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jfo496
- Oct 3, 2016
Possible Market Timing in the run-up to the US election and year end
At our recent lunch presentation to the GSCGI mid September, we presented our reflationary scenario for the next 12 to 18 months. Read...
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jfo496
- Sep 6, 2016
Focus on Reflation, Cyclicals and Value ( The IFTA Update September 2016 newslette
Introduction When we first presented our reflation scenario back in mid-April of this year, doomsayers were still very much predominant....
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jfo496
- Sep 9, 2011
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