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2011

Some things to think about if you’re getting worried about losing your growing nest egg. In short, don’t worry too soon.

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An interesting memo from a US fund manager warns that markets are already getting over-excitable. Plus the rest of the week’s reads.

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Never say never again

Asset classes, sectors, and styles all come in and out of both fashion and genuine prosperity, depending on the underlying cycles. So never say never again.

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The threat of a new dotcom bubble busted (for now) plus the usual links great and small from around the web.

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