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  • The 'W' Shaped Recovery: How to Position Your Portfolio [View article]
    I like Grantham's 'VL' recovery. A fall, a rise, a fall, and a lower plateau. This happens to be the same pattern as Soros's inverse square root recovery. To assume a second rise is to assume that everything's ok, which by the data points in this article, imply that it's not.
    May 19 15:33 pm |Rating: +3 0 |Link to Comment
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