Portfolio Manager's Commentary on Investing and Trading in the U.S. Financial Markets
http://www.ft.com/cms/s/0/87467a2c-7994-11e0-86bd-00144feabdc0.html#axzz1Lnl6MIzb
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http://www.ft.com/cms/s/0/87467a2c-7994-11e0-86bd-00144feabdc0.html#axzz1Lnl6MIzb
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