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Olduvai
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Olduvai III: Catacylsm
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Measuring The Equity Bubble – “You Are Here”

Measuring The Equity Bubble – “You Are Here” On best revisions for GDP and earnings in 2018 after Tax reform, the S&P is now less expensive than before, at just 57% above historical average… In this brief note, we wanted to update our value indicator for the S&P, after the steep consensus upgrades to US earnings and […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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