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Sign In(1) John Irving’s terminal cases. (2) Desperately seeking growth at a reasonable price. (3) Is looking for GAARP like waiting for Godot? (4) Global synchronized secular stagnation. (5) Industry analysts aren’t exuberant about outlook for revenues and earnings. (6) Secular stagnation rather than boom or bust. (7) Valuations aren’t cheap, but could go higher in a liquidity-driven melt-up. (8) Hard to find much GAARP in US. (9) Global M-PMIs uninspiring.
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