Here is a critique of the ERCI call from a recent post. My thanks to Brent, who provides me with many useful and interesting links.Here is another link where the same blogger evaluates the models used by my favorite bears. As I will be on the academic job market next year, I hope my fears and those of Rosenberg, ERCI’s and Hussman’s are proven wrong.
For now, my personal opinion about the US being able to dodge the Euro/Japan-bullet remains unchanged (and of course its own structural unemployment issue).
But, as scientists and investors, we must always be open to new information. And I love my kids and wife.
For now, my personal opinion about the US being able to dodge the Euro/Japan-bullet remains unchanged (and of course its own structural unemployment issue).
But, as scientists and investors, we must always be open to new information. And I love my kids and wife.
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