Related by context. Frequent words. (Click for all words.) 60 short termism 49 mean reversion 46 Deleveraging 46 moral hazard 46 outperformance 46 profit maximization 44 reap rewards 44 relative outperformance 44 unsustainability 44 beggar thy neighbor 43 reflation 43 financialization 43 deleveraging 42 worklessness 42 riskless 42 PE ratios 42 Socially responsible 42 volatility 41 greenwash 41 sustainability 41 Thatcherism 41 irrational exuberance 41 currency debasement 41 Sovereign Debt 41 borrowing binge 41 overweighting 41 capitalism 41 contrarian perspective 41 interventionism 41 Buybacks 41 mercantilism 41 term 41 reputational damage 40 Malthusian 40 credit crunch 40 bullishness 40 rebalancing 40 fiscal rectitude 40 greenwashing 40 deflationary 40 Chindia 40 contrarian 40 risk premia 40 diversification 40 profligate spending 40 deflationary spiral 40 Obamanomics 40 gilt yields 40 unfettered capitalism 40 herd instinct 40 incentivize 40 yield curve 40 shortterm 39 Stagflation 39 Credit Crunch 39 incentivising 39 crony capitalism 39 entrepreneurism 39 bearishness 39 macro prudential 39 inflationary 39 Myners 39 Keynesianism 39 shareholder activism 39 Protectionism 39 mercantilist 39 Laffer Curve 39 herd mentality 39 Jim Chanos 39 SWFs 38 mispricing 38 dividend payers 38 perverse incentives 38 Keynes 38 sovereign debt 38 sovereign wealth 38 risk aversion 38 cyclical upturn 38 carbon emission reductions 38 capitalists 38 TBTF 38 pump priming 38 stagnation 38 monetarism 38 Deflation 38 underperformance 38 external imbalances 38 short sightedness 38 reflate 38 knee jerk reactions 38 incrementalism 38 greed 38 Jeremy Siegel 38 speculators 38 FDs 38 Matt Buckland dealer 38 asset allocation 38 Keynesian economics 38 gilts 38 underpricing 38 Neil Woodford