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The Smartest Man in Europe Is Very Cautious

Every year I try to spend time with the person I have come to think of as The Smartest Man in Europe. I met him almost thirty years ago when he encouraged me to think about the investment implications...

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Breaking away from the small picture to the big picture

In times like these when you cannot get away from topics such as the debt limit, credit rating downgrades, European fiscal malaise, and words of a double-dip recession, it’s helpful to turn to some...

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