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S and P 500 Marks New All-Time Highs; Wall Street analysts see a downturn on the horizon

* Stifel: 'Extremely high valuations are about to collide with an image of the weakened economy, which can bring losses to investors' * UBS: 'Bubbles tend to appear when stock returns have been very high relative to bond returns, and investors extrapolate historical returns as predictive of future returns'

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