Hmmm, a rather dubious judgment, one might say. From Business Spectator:
"Shares in the big four banks closed the day higher after extending gains in afternoon trade, as investors breathed a sigh of relief over a banking competition package released over the weekend. But the regionals have not fared as well."
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The author has been described by News Ltd as an "iconoclast", "Svengali", a pollie's "economist muse", and "pungently accurate". Fairfax says he is a "Renaissance man" and "one of Australia’s most respected analysts." Stephen Koukoulas concludes that he is "85% right", and "would make a great Opposition leader." Terry McCrann claims the author thinks "‘nuance’ is a trendy village in the south of France", but can be "scintillating" when he thinks "clearly". The ACTU reckons he’s "an enigma wrapped in a Bloomberg terminal, wrapped in some apparently well-honed abs."