(Fortune)
All of this represents the conventional wisdom on Wall Street, and I agree with some of it. But a note of caution is also called for. What we are looking at is an overdue correction in economic policy and economic growth. Like all corrections, this one could well have some pain associated with it, particularly for investors, who have recently been enjoying the best of all worlds.
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Party crasher: Tamping down some 2014 wishful thinking
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