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3 years ago, I said the homebuilders would be a great buy even if we only hit 900K starts by 2014. Spot on. http://seekingalpha.com/a/66so Jul 11, 2014
Tech Bubble 2.0?: Too many tech stocks now selling at levels where it's completely implausible to make positive long-term returns. Jun 18, 2014
Projecting The Forward Returns On The S&P 500 Index $SPY http://seekingalpha.com/a/1ck0p Jun 12, 2014
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