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Letters & Quarterly Outlooks
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October 4, 2018
4th Quarter Macro And Market Outlook
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January 1, 2018
2018: Rising Risk — But Upside Still
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July 1, 2017
Freedom From OPEC Is Getting Much Closer
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January 2, 2017
2017: Challenges and Opportunities for the Trump Presidency
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November 12, 2016
Understanding and Investing in the “Slow Growth Forever” Global Economy
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June 27, 2016
Freedom to Profit from Change
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