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Comment, analysis and other offerings from Monday’s FTfm,
Storm clouds ahead for markets
Demographic factors mean returns for both stocks and bonds are forecast to be significantly lower over the next decade Read more
1.Buybacks, dividends, Modigliani and Miller
2.Cult Markets: When the bubble bursts
6.When break-even inflation expectations are falling...
7.Tokyo on Thames
8.The (obscene) cost of hedge funds [Update]
9.A friendly reminder that Yahoo's core business is worth -$11.6 billion
10.Slowly, very slowly, getting China's house in order?
1.Cult Markets: When the bubble bursts
3.A friendly reminder that Yahoo's core business is worth -$11.6 billion
4.Second Circuit still not Argentina's biggest fan
5.The return of the American borrower
7.It wasn't QE that caused a collateral scarcity this summer
8.The BABA pop, snapped
9.Henley demoted at Oracle as Ellison refuses to retire
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