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« Supercommittee Profile and the Odds of Success | Main | The Wall Street Parrot »

August 14, 2011



Although Matt's point about equities being relatively cheap is well-taken, I think it's only fair to add that there are several definitions of the Equity Risk Premium, and the actual numbers that people are using range from roughly 0 to 10%.

Yep, you're right, there's a recession coming. Sometime.


Congratulations on your plan to address longer-term forecasts separately from your weekly forecasts. I am hopeful this change will improve the clarity of your forecasts for your readers.

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