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Sign In(1) By the shores of Lake Winnipesaukee. (2) Pessimistic consensus. (3) ZIRP for an extended “extended period.” (4) QE-3.0? (5) Kicking the can. (6) Sympathizing with Goldilocks. (7) Holes in the missing parts scenario. (8) Sticking with the soft patch story. (9) Another month or two for Defensive stocks, then Cyclicals should outperform again. (10) Financials may lag all year. (11) Not much good news in May’s payroll report. (12) Auto sales drop.
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