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, May 11, 2011

Jim Rogers and Bill Gross say get short US Treasuries

I am looking forward to this. A spike in US yields post the end of QE2 could hit the Aussie dollar for six...There is a lot of downside risk in the second half of 2011 and 2012, subject, of course, to the trajectory of domestic rates.