​橡树资本霍华德：美联储降息另一面，加息（中英文）

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转载自金融与风险
It often happens that just as I’m about to release a memo, I come across something thatabsolutely has to be incorporated. That was the case on June 12, the day “This Time It’sDifferent” waspublished. I was reading a first-quarter report from Ruffer, aLondon-based money manager, and I came across the ( 点击阅读全文 )

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