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Our view for this year has been that asset markets would likely underperform the real economy as peaking growth momentum, tighter financial conditions, higher inflation and more volatility would act as a drag on valuations even as EPS trends remain solid.

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    Quiz

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    Who said: "If you have always believed that everyone should play by the same rules and be judged by the same standards, that would have gotten you labeled a radical 60 years ago, a liberal 30 years ago and a racist today."?
    A Thomas Sowell
    B Larry Elder
    C Barack Obama
    D Ron Paul