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Applied Financial Macroeconomics and Investment Strategy

A Practitioners Guide to Tactical Asset Allocation.

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Cycles and Trends: History Does Not Repeat Itself, but It Does Rhyme

The Business Cycle

Monetary Policy

Bonds and Credit

Equities and Profits

Commodities and Tangible Assets

Investing for Long-Term Change: Challenging the Conventional Wisdom

Lessons Learned from the Financial Crisis