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This Is a Hitchcock Horror

The Compound and Friends

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The Dollar Unwind Story?

The dollar works so well because politics don't matter to this economy. The system is relatively well put together at other levels. EFA and EM should have a long period of outperformance starting next year, according to JP Morgan. But when you get maybe three or four years of dollar weakness from a sustained global economic recovery, maybe you do get EFA andEM to outperform S&P for a year or two.

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