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, June 29, 2011

Why you should buy oil @90/bbl + wonkish Aussie economics...

From my right-of-Attila-the-Hun mate Ricardian Ambivalence, who first provides this smooth little exposition of the expected oil price dynamics, which is well worth a read. And in an earlier post he looks at the Aussie and US unemployment-inflation relationships here, which is a follow-up from some analysis that I have previously reviewed (and prompted with an offensively unscientific question to R.A.). Finally, he ends up re-stating my illiquidity vs. solvency points as a monetary policy vs. fiscal policy problem here. That's fine, but kinda obvious. ;-)
at 8:16 PM