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KNL 2016

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    Official KNL thread for 2016.

    Predictions of any kind welcome, bullish or bearish! (just keep it one foot in reality!)

    I'm going to go with the official narrative, and add my own spice, 100% debt financing (ECB can't stop giving out cheap money to lend) and a substantial rerate.

    Also wondering what left field announcements we could expect?
 
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