Good morning. The media treats a 1% pullback in the markets as a ‘crisis’. Oil, divided stocks, and IPO’s have all remained fairly stable. Iraq, Russia are still on the radar of geo-political market participants. I think we can make money in the market with appropriate asset selection. In this issue I hightlight one recent IPO, Abengoa Yield plc (ABY), and one upcoming IPO, Markit. ...

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