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Article
8 min read
Longer cycle, shorter horizons: Governance at the end of the cycle
Why extra scrutiny of corporate governance, especially capital deployment decisions, is necessary towards the end of the cycle.
Article
9 min read
What are the signs? The evidence for and against a looming correction
Stretched valuations, peaking indicators, and central bankers starting to withdraw liquidity. Are we running out of road?
Bibliography
4 min read
The investment world's best end-of-cycle writing (we did the reading so you don't have to)
Explore the universe of end-of-cycle literature from professional investors, academia and popular culture. Asterisked items come highly recommended.
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