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Sign In(1) 1929 and now. (2) So far, so good. (3) The previous emerging markets crisis wasn’t bearish for S&P 500. (4) Thailand in 1997 and Argentina now. (5) Emerging market crisis didn’t start last week. (6) No default allowed in China. (7) Disappointing earnings season. (8) Real GDP vs. GDP deflator. (9) Focus on marketweight-rated S&P 500 housing-related stocks.
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