This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Friday, November 22, 2013
Larry Robbins on CNBC
Larry Robbins on CNBC and why he thinks the multiples in the market will continue to expand and won't decline until real inflation is in excess of 4% which is way-way off.