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Thoughts from a Renaissance man REER model global recession scenario
October 9, 2019
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Metals & Mining: Optimal debt - Key driver of shareholder returns
August 30, 2019
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Thoughts from a Renaissance man: A brief presentation on the trade wars
August 6, 2019
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Thoughts from a Renaissance man How many babies are too many?
July 31, 2019
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Metals & Mining Cheap valuations real or illusion?
May 28, 2019
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Thoughts from a Renaissance man Emerging and Frontier Markets Macro data book 2019
May 3, 2019
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Institutional Investor Fixed Income 2019 Survey - Please Vote
April 26, 2019
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Thoughts from a Renaissance man FX views from the Volga to the Volta
March 20, 2019
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Thoughts from a Renaissance man: Turkey: 2020+ uncertain, 2019 looks good
February 7, 2019
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2019 Outlook & ESG
January 14, 2019
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