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Returns

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Not All Bear Markets Lead To A Recession

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Euro IG Corporate Spreads Are Back To Long Run Average

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S&P 500 Round Trips after 20% Bear Markets From An All-Time High

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U.S. IG Corporate Spreads Are Below Long Run Average

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Low Real Rates are Not Historically Unusual

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Bank loans look attractive relative to high yield

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Disconnect Between S&P500 and Economic Fundamentals

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Rates stayed low post-WWII despite huge deficits

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Challenge of timing the market

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U.S. Growth stocks valuations have risen sharply

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