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  1. McGregor Staying Cautious With Banks

    Although he notes the potential problems of investing in financial-services names, Oakmark's Clyde McGregor sees some mispricing in European banks.

  2. Why September's Job Report May Be Better Than Expected

    A revitalized housing market, better-than-expected manufacturing data, and favorable seasonal adjustment factors could give a modest boost to September employment, says Morningstar's Bob Johnson.

  3. October's Job Report Could Surprise on the Upside

    October job gains could come in modestly higher than consensus given a positive seasonal adjustment factor, recent economic trends, and possible tailwinds from construction and retail.

  4. Market Missing the Value in Asset Managers

    International Manager of the Decade David Herro on misvalued asset managers and his increasing interest in Japanese companies.

  1. How Helicopter Ben Helps Jobs and, Inadvertently, Gold

     

  2. Looking Beyond QE3

     

  3. Late-Stage, High-Risk

     

  4. Why We Like Select European Banks

     

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