(1) Cyclical or structural? (2) Unconventional is turning conventional. (3) Great for asset holders, not so for job seekers. (4) Drowning in liquidity. (5) Lots of reasons for subpar growth. (6) The downside of the knowledge economy. (7) Brains putting brawn out of work. (8) Record-high spending on knowledge capital. (9) Margins rising for World IT MSCI, and the index is cheap. (10) Euro zone stocks discounting a recovery that may be weaker than expected.
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