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This week we look at some mostly bullish analysis from my friends at GaveKal for the Outside the Box. Much of the letter is devoted to looking at why Europe may fare better than many think (which will make uber-European bull David Kotok happy to read!). But be very sure to read the last page as Steve...
John Mauldin's Outside the Box
Filed under: Filed under: GDP, Monetary Policy, Growth, Europe, Jobs, Income, Greece, Sovereign Debt, Capital, crisis, money, Wage, German, Export, productivity, investment