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."

Wednesday, December 29, 2010

Keynes' first global macro hedge fund was a wipe-out

He had to be bailed out by his father, no less, with most of the upfront capital wiped out by currency volatility. He was more successful in the long-run. I have an economist friend who set up a similar portfolio a year ago and is up several hundred percent...It will be interesting to see what transpires.
at 8:11 PM