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venture capital, private equity,
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Slice of MIT,
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Track record of equity analysts on earnings’ forecasts.
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Shocker: Italian Government Bonds returned 80% more than Chinese Equities over the past 15 years!
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Average Sector Returns Across Business Cycles via PIMCO - Diversified Investment Solutions by Trovato Nov 2009
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On The Bear Rally
S&P 500 P/E on reported earnings is at 760x. Taking out “extraordinary” items, it goes to 24x. Profit estimates have been beaten only by cost cutting programs that will not sustain profits in the medium term with more and more companies posting decreasing revenues (Microsoft -17%, Disney -7%, Sony -19%, Nintento -40% YoY)
