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In Black and Weitz

In Black and Weitz

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September 23rd 2014:2014: We Are Coming Down the Financial Stretch - Where Are We Headed?

We are often asked our crystal ball view of where we think we are in the market cycle and where we are headed. Well, 2014 hardly could have started worse, with a brutal and seemingly never-ending winter bringing activity to a halt and keeping shoppers at home in much of the country. The final first quarter estimate told the story, with real gross domestic product (GDP) contracting a much worse-than-expected 2.1%. But there’s a reason the equity market shook off that number. It was after all, so yesterday. What today and the rest of the year look like are much different, as manufacturing an

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