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What stood out for me was:

  • his multicultural and linguistic background = multifaceted view and wider range of sources.

  • avoidance of modelling - as I understood the reference to Bubbles Greenspan, he follows the micro to draw conclusions about the macro ie anecdotal indicators.

  • Keynsian view = the debt/govnt argument.

  • outsider = damned by whatever he said, so he might as well tell it how he sees it.

All of the predictions he has made have been listed here at ET under Anglo Disease and in commentary. What is good to know is that someone with whom we share views closely obviously has the ear of the movers and shakers.

His description of the 'subprime financial system' is the Anglo Disease by another name.

You can't be me, I'm taken

by Sven Triloqvist on Mon Aug 18th, 2008 at 02:03:30 PM EST
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