When you've been riding so long with the breeze at your back and the sun on your face, a return to the vagaries of normal weather can feel downright depressing. And make no mistake, that's what we're experiencing right now in the stock market: a return to normality, not a "crash" or disaster. But after eight fat years, we've returned to a world where stocks go down as well as up, where our engagement in the global economy brings risks as well as rewards. We're leaving behind the fantasy world where stock prices bear little or no relation to earnings, especially...
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