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Applied Financial Macroeconomics and Investment Strategy: A Practitioner’s Guide to Tactical Asset Allocation (Global Financial Markets), by Robert T. McGee

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Most bad loans are created in good times, when overconfidence causes lending standards to deteriorate.
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Applied Financial Macroeconomics and Investment Strategy: A Practitioner’s Guide to Tactical Asset Allocation (Global Financial Markets)
Applied Financial Macroeconomics and Investment Strategy: A Practitioner’s Guide to Tactical Asset Allocation (Global Financial Markets)
by Robert T. McGee
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